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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 | $33,098 | $80,812-59.0% | $160,784-79.4% | $82,448-59.9% |
| Participation rate | 52.2% | 66.2%-14.0pp | 77.0%-24.7pp | 68.1%-15.8pp |
| Annual return | 24.41% | 100.59%-76.2pp | 1803.92%-1779.5pp | 41.64%-17.2pp |
| Employer contribution / active EE | $325 | $2,174-85.0% | $3,733-91.3% | $2,551-87.3% |
| Participant deferral / active EE | $2,787 | $4,335-35.7% | $6,293-55.7% | $4,139-32.7% |
| Admin fee / account holder | $4,473 | $7,695-41.9% | $9,717-54.0% | $7,234-38.2% |