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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 | $92,596 | $150,447-38.5% | $136,298-32.1% | $147,586-37.3% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 14.95% | 1049.15%-1034.2pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $650 | $5,256-87.6% | $4,696-86.1% | $4,876-86.7% |
| Participant deferral / active EE | $4,309 | $6,631-35.0% | $6,247-31.0% | $5,439-20.8% |
| Admin fee / account holder | $1,603 | $10,906-85.3% | $9,244-82.7% | $10,886-85.3% |