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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 | $87,877 | $100,911-12.9% | $90,440-2.8% | $158,966-44.7% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.7%-13.6pp | 82.0%-22.9pp |
| Annual return | 15.22% | 1726.62%-1711.4pp | 1294.38%-1279.2pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,266 | $4,348-24.9% | $3,964-17.6% | $5,983-45.4% |
| Admin fee / account holder | $4,182 | $6,507-35.7% | $5,615-25.5% | $11,250-62.8% |