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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 | $57,685 | $171,867-66.4% | $149,721-61.5% | $147,586-60.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 18.05% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,545 | $7,270-65.0% | $6,568-61.2% | $5,439-53.2% |
| Admin fee / account holder | $2,188 | $13,799-84.1% | $11,282-80.6% | $10,886-79.9% |