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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 | $52,982 | $60,139-11.9% | $90,461-41.4% | $79,856-33.7% |
| Participation rate | 32.5% | 65.0%-32.5pp | 72.7%-40.2pp | 69.6%-37.1pp |
| Annual return | 12.33% | 71.96%-59.6pp | 1294.76%-1282.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $181 | $2,069-91.2% | $3,264-94.4% | $2,471-92.7% |
| Participant deferral / active EE | $1,189 | $2,939-59.5% | $3,964-70.0% | $3,741-68.2% |
| Admin fee / account holder | $808 | $3,978-79.7% | $5,617-85.6% | $5,306-84.8% |