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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 | $55,587 | $106,008-47.6% | $92,240-39.7% | $147,586-62.3% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 12.00% | 50.05%-38.1pp | 176.29%-164.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $597 | $4,333-86.2% | $3,680-83.8% | $4,876-87.8% |
| Participant deferral / active EE | $3,229 | $4,478-27.9% | $3,897-17.1% | $5,439-40.6% |
| Admin fee / account holder | $634 | $6,333-90.0% | $5,194-87.8% | $10,886-94.2% |