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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 | $83,068 | $168,636-50.7% | $147,618-43.7% | $125,388-33.8% |
| Participation rate | 43.5% | 88.8%-45.3pp | 84.6%-41.1pp | 83.2%-39.7pp |
| Annual return | -2.22% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,285 | $5,507-40.3% | $4,895-32.9% | $5,352-38.6% |
| Admin fee / account holder | $739 | $13,580-94.6% | $11,612-93.6% | $9,541-92.3% |