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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 | $22,716 | $111,785-79.7% | $93,669-75.7% | $145,877-84.4% |
| Participation rate | 52.2% | 74.2%-22.1pp | 68.7%-16.6pp | 80.3%-28.1pp |
| Annual return | 14.12% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $408 | $3,096-86.8% | $2,424-83.2% | $4,663-91.2% |
| Participant deferral / active EE | $1,671 | $4,919-66.0% | $4,416-62.2% | $6,691-75.0% |
| Admin fee / account holder | $304 | $10,256-97.0% | $8,291-96.3% | $13,402-97.7% |