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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 | $67,341 | $47,479+41.8% | $62,929+7.0% | $82,448-18.3% |
| Participation rate | 35.6% | 66.9%-31.3pp | 73.1%-37.5pp | 68.1%-32.5pp |
| Annual return | 14.87% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $9 | $1,885-99.5% | $2,505-99.7% | $2,551-99.7% |
| Participant deferral / active EE | $2,733 | $2,870-4.8% | $3,888-29.7% | $4,139-34.0% |
| Admin fee / account holder | $6,482 | $3,804+70.4% | $5,065+28.0% | $7,234-10.4% |