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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 | $104,396 | $106,008-1.5% | $92,240+13.2% | $147,586-29.3% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 21.26% | 50.05%-28.8pp | 176.29%-155.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $683 | $4,333-84.2% | $3,680-81.4% | $4,876-86.0% |
| Participant deferral / active EE | $1,487 | $4,478-66.8% | $3,897-61.8% | $5,439-72.7% |
| Admin fee / account holder | $22,847 | $6,333+260.8% | $5,194+339.9% | $10,886+109.9% |