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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 | $106,530 | $150,447-29.2% | $136,298-21.8% | $147,586-27.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 15.36% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $883 | $5,256-83.2% | $4,696-81.2% | $4,876-81.9% |
| Participant deferral / active EE | $3,012 | $6,631-54.6% | $6,247-51.8% | $5,439-44.6% |
| Admin fee / account holder | $761 | $10,906-93.0% | $9,244-91.8% | $10,886-93.0% |