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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 | $29,286 | $150,446-80.5% | $136,297-78.5% | $147,585-80.2% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 13.43% | 1049.14%-1035.7pp | 5156.19%-5142.8pp | 578.58%-565.2pp |
| Employer contribution / active EE | $447 | $5,256-91.5% | $4,696-90.5% | $4,876-90.8% |
| Participant deferral / active EE | $3,886 | $6,631-41.4% | $6,247-37.8% | $5,439-28.5% |
| Admin fee / account holder | $1,259 | $10,906-88.5% | $9,244-86.4% | $10,886-88.4% |