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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 | $73,683 | $73,421+0.4% | $66,439+10.9% | $155,188-52.5% |
| Participation rate | 63.6% | 79.7%-16.1pp | 74.5%-10.9pp | 80.8%-17.2pp |
| Annual return | 16.59% | 1382.37%-1365.8pp | 757.66%-741.1pp | 148.84%-132.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,766 | $4,680-40.9% | $3,876-28.6% | $6,531-57.6% |
| Admin fee / account holder | $349 | $8,856-96.1% | $6,173-94.4% | $14,480-97.6% |