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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 | $55,754 | $48,274+15.5% | $63,244-11.8% | $59,633-6.5% |
| Participation rate | 27.5% | 66.3%-38.9pp | 71.0%-43.6pp | 68.7%-41.2pp |
| Annual return | -0.06% | -240.79%+240.7pp | -70.31%+70.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $950 | $2,343-59.5% | $2,953-67.8% | $3,192-70.2% |
| Admin fee / account holder | $1,358 | $3,600-62.3% | $5,893-76.9% | $4,297-68.4% |