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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 | $29,835 | $100,938-70.4% | $90,461-67.0% | $158,982-81.2% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 23.03% | 1727.20%-1704.2pp | 1294.76%-1271.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,122 | $4,350-5.2% | $3,964+4.0% | $5,983-31.1% |
| Admin fee / account holder | $399 | $6,510-93.9% | $5,617-92.9% | $11,252-96.5% |