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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 | $21,655 | $125,184-82.7% | $105,607-79.5% | $145,884-85.2% |
| Participation rate | 12.5% | 77.6%-65.1pp | 75.3%-62.8pp | 80.3%-67.8pp |
| Annual return | 10.51% | 225.00%-214.5pp | 116.11%-105.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,084 | $5,714-63.5% | $5,011-58.4% | $6,690-68.8% |
| Admin fee / account holder | $518 | $17,133-97.0% | $10,958-95.3% | $13,392-96.1% |