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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 | $105,408 | $106,918-1.4% | $84,021+25.5% | $152,897-31.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 17.64% | 105.01%-87.4pp | 71.32%-53.7pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,369 | $4,012-41.0% | $3,239-26.9% | $5,851-59.5% |
| Admin fee / account holder | $566 | $8,288-93.2% | $6,102-90.7% | $11,599-95.1% |