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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 | $53,854 | $72,071-25.3% | $68,368-21.2% | $137,256-60.8% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 15.67% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,064 | $4,410-53.2% | $4,123-49.9% | $6,407-67.8% |
| Admin fee / account holder | $2,896 | $5,336-45.7% | $5,150-43.8% | $12,270-76.4% |