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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 | $55,341 | $82,630-33.0% | $64,105-13.7% | $125,389-55.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -2.46% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $212 | $2,671-92.1% | $1,820-88.4% | $4,866-95.6% |
| Participant deferral / active EE | $1,190 | $3,608-67.0% | $2,822-57.8% | $5,352-77.8% |
| Admin fee / account holder | $950 | $6,382-85.1% | $4,499-78.9% | $9,541-90.0% |