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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 | $22,797 | $88,815-74.3% | $81,882-72.2% | $145,897-84.4% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 11.78% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,454 | $4,647-68.7% | $4,323-66.4% | $6,689-78.3% |
| Admin fee / account holder | $663 | $8,434-92.1% | $7,360-91.0% | $13,390-95.1% |