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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,854 | $56,197+93.7% | $67,652+60.9% | $59,633+82.5% |
| Participation rate | 54.8% | 71.5%-16.6pp | 75.7%-20.8pp | 68.7%-13.8pp |
| Annual return | -0.23% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,779 | $2,844+32.9% | $3,560+6.2% | $3,192+18.4% |
| Admin fee / account holder | $17,432 | $3,958+340.4% | $4,821+261.6% | $4,297+305.7% |