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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 | $58,435 | $49,177+18.8% | $79,476-26.5% | $64,181-9.0% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.1pp | 69.6%-8.3pp |
| Annual return | -0.43% | -1.16%+0.7pp | 718.21%-718.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,001 | $2,821+112.7% | $3,704+62.0% | $3,470+73.0% |
| Admin fee / account holder | $17,992 | $3,839+368.7% | $5,113+251.9% | $4,887+268.1% |