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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 | $115,611 | $102,393+12.9% | $147,041-21.4% | $80,911+42.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 13.22% | 134.95%-121.7pp | 419.21%-406.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,905 | $6,647+18.9% | $8,071-2.1% | $4,297+84.0% |
| Admin fee / account holder | $4,445 | $7,943-44.0% | $13,006-65.8% | $6,935-35.9% |