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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 | $20,450 | $60,442-66.2% | $96,754-78.9% | $87,485-76.6% |
| Participation rate | 0.0% | 58.7%-58.7pp | 70.3%-70.3pp | 68.9%-68.9pp |
| Annual return | 17.76% | 21.97%-4.2pp | 82.04%-64.3pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,084 | $3,280-67.0% | $4,758-77.2% | $4,274-74.6% |
| Admin fee / account holder | $1,221 | $5,069-75.9% | $8,905-86.3% | $7,775-84.3% |