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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 | $101,045 | $110,801-8.8% | $86,868+16.3% | $167,518-39.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 14.44% | 117.00%-102.6pp | 63.53%-49.1pp | 478.71%-464.3pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,300 | $4,547+16.6% | $3,699+43.3% | $6,342-16.4% |
| Admin fee / account holder | $1,249 | $8,417-85.2% | $5,829-78.6% | $12,312-89.9% |