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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 | $22,939 | $69,708-67.1% | $67,560-66.0% | $74,478-69.2% |
| Participation rate | 26.7% | 71.4%-44.8pp | 72.9%-46.3pp | 67.2%-40.6pp |
| Annual return | 14.69% | -40.67%+55.4pp | 3533.50%-3518.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $134 | $2,715-95.1% | $2,737-95.1% | $2,626-94.9% |
| Participant deferral / active EE | $1,208 | $3,637-66.8% | $4,004-69.8% | $4,350-72.2% |
| Admin fee / account holder | $736 | $887-17.0% | $3,994-81.6% | $1,946-62.2% |