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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 | $30,206 | $150,442-79.9% | $136,295-77.8% | $147,585-79.5% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 17.79% | 1049.09%-1031.3pp | 5155.97%-5138.2pp | 578.56%-560.8pp |
| Employer contribution / active EE | $878 | $5,256-83.3% | $4,695-81.3% | $4,876-82.0% |
| Participant deferral / active EE | $2,195 | $6,630-66.9% | $6,247-64.9% | $5,439-59.6% |
| Admin fee / account holder | $13,985 | $10,905+28.2% | $9,243+51.3% | $10,885+28.5% |