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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 | $14,970 | $57,312-73.9% | $86,617-82.7% | $75,181-80.1% |
| Participation rate | 28.2% | 63.2%-35.0pp | 71.7%-43.5pp | 67.2%-39.0pp |
| Annual return | 15.98% | 2672.78%-2656.8pp | 591.91%-575.9pp | 160.69%-144.7pp |
| Employer contribution / active EE | $272 | $2,315-88.3% | $3,023-91.0% | $2,671-89.8% |
| Participant deferral / active EE | $1,275 | $3,319-61.6% | $4,437-71.3% | $4,126-69.1% |
| Admin fee / account holder | $2,960 | $4,114-28.1% | $5,613-47.3% | $5,650-47.6% |