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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 | $44,536 | $111,878-60.2% | $93,727-52.5% | $145,897-69.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.10% | 204.28%-194.2pp | 133.83%-123.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $366 | $3,092-88.2% | $2,421-84.9% | $4,663-92.2% |
| Participant deferral / active EE | $3,373 | $4,920-31.5% | $4,417-23.6% | $6,689-49.6% |
| Admin fee / account holder | $2,201 | $10,256-78.5% | $8,292-73.5% | $13,390-83.6% |