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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 | $31,370 | $160,059-80.4% | $140,019-77.6% | $135,379-76.8% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.5%-18.7pp | 82.6%-13.9pp |
| Annual return | -6.75% | 911.44%-918.2pp | 651.15%-657.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,857 | $7,641-23.3% | $6,927-15.4% | $5,609+4.4% |
| Admin fee / account holder | $516 | $13,328-96.1% | $10,705-95.2% | $10,828-95.2% |