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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 | $240,645 | $112,121+114.6% | $95,960+150.8% | $158,966+51.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 9.85% | 171.16%-161.3pp | 91.63%-81.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,541 | $4,784+99.4% | $4,167+129.0% | $5,983+59.5% |
| Admin fee / account holder | $1,261 | $10,135-87.6% | $6,797-81.5% | $11,250-88.8% |