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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 | $36,595 | $72,403-49.5% | $67,524-45.8% | $145,978-74.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 19.80% | 7197.23%-7177.4pp | 3519.41%-3499.6pp | 550.52%-530.7pp |
| Employer contribution / active EE | $281 | $3,072-90.8% | $2,734-89.7% | $4,662-94.0% |
| Participant deferral / active EE | $4,590 | $4,782-4.0% | $4,001+14.7% | $6,690-31.4% |
| Admin fee / account holder | $1,340 | $5,541-75.8% | $4,001-66.5% | $13,400-90.0% |