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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 | $42,882 | $102,393-58.1% | $147,041-70.8% | $80,911-47.0% |
| Participation rate | 50.8% | 75.9%-25.1pp | 82.2%-31.4pp | 67.6%-16.9pp |
| Annual return | 14.10% | 134.95%-120.8pp | 419.21%-405.1pp | 35.63%-21.5pp |
| Employer contribution / active EE | $451 | $3,715-87.9% | $4,935-90.9% | $2,756-83.6% |
| Participant deferral / active EE | $3,154 | $6,647-52.5% | $8,071-60.9% | $4,297-26.6% |
| Admin fee / account holder | $3,946 | $7,943-50.3% | $13,006-69.7% | $6,935-43.1% |