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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 | $82,730 | $138,075-40.1% | $123,552-33.0% | $135,379-38.9% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -5.88% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $499 | $5,152-90.3% | $4,628-89.2% | $4,779-89.6% |
| Participant deferral / active EE | $5,618 | $6,800-17.4% | $6,426-12.6% | $5,609+0.2% |
| Admin fee / account holder | $12,008 | $10,917+10.0% | $9,285+29.3% | $10,828+10.9% |