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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 | $44,823 | $88,754-49.5% | $81,820-45.2% | $145,877-69.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.41% | 1031.77%-1018.4pp | 777.93%-764.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,862 | $4,648+69.2% | $4,323+81.9% | $6,691+17.5% |
| Admin fee / account holder | $566 | $8,424-93.3% | $7,391-92.3% | $13,402-95.8% |