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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 | $105,578 | $91,525+15.4% | $130,026-18.8% | $75,181+40.4% |
| Participation rate | 26.9% | 71.4%-44.5pp | 78.5%-51.6pp | 67.2%-40.3pp |
| Annual return | 17.26% | -631.40%+648.7pp | -137.26%+154.5pp | 160.69%-143.4pp |
| Employer contribution / active EE | $236 | $2,844-91.7% | $4,321-94.5% | $2,671-91.2% |
| Participant deferral / active EE | $2,360 | $4,342-45.7% | $5,821-59.5% | $4,126-42.8% |
| Admin fee / account holder | $13,221 | $6,778+95.1% | $10,608+24.6% | $5,650+134.0% |