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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 | $140,429 | $168,636-16.7% | $147,618-4.9% | $125,388+12.0% |
| Participation rate | 23.1% | 88.8%-65.7pp | 84.6%-61.5pp | 83.2%-60.1pp |
| Annual return | -0.32% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,101 | $6,252-82.4% | $5,565-80.2% | $4,866-77.4% |
| Participant deferral / active EE | $3,082 | $5,507-44.0% | $4,895-37.1% | $5,352-42.4% |
| Admin fee / account holder | $1,361 | $13,580-90.0% | $11,612-88.3% | $9,541-85.7% |