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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 | $53,305 | $168,635-68.4% | $147,617-63.9% | $125,389-57.5% |
| Participation rate | 58.3% | 88.8%-30.4pp | 84.6%-26.3pp | 83.2%-24.9pp |
| Annual return | -1.42% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,044 | $6,252-83.3% | $5,564-81.2% | $4,866-78.5% |
| Participant deferral / active EE | $3,044 | $5,507-44.7% | $4,895-37.8% | $5,352-43.1% |
| Admin fee / account holder | $7,343 | $13,580-45.9% | $11,612-36.8% | $9,541-23.0% |