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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 | $29,249 | $111,785-73.8% | $93,669-68.8% | $145,877-79.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 10.32% | 203.79%-193.5pp | 133.59%-123.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $167 | $3,096-94.6% | $2,424-93.1% | $4,663-96.4% |
| Participant deferral / active EE | $3,635 | $4,919-26.1% | $4,416-17.7% | $6,691-45.7% |
| Admin fee / account holder | $16,653 | $10,256+62.4% | $8,291+100.9% | $13,402+24.3% |