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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 | $53,504 | $97,729-45.3% | $83,830-36.2% | $135,379-60.5% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -7.42% | 1287.52%-1294.9pp | 850.97%-858.4pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,732 | $4,683-63.0% | $4,082-57.6% | $5,609-69.1% |
| Admin fee / account holder | $974 | $6,674-85.4% | $5,479-82.2% | $10,828-91.0% |