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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 | $12,720 | $63,703-80.0% | $93,063-86.3% | $82,448-84.6% |
| Participation rate | 7.3% | 63.8%-56.5pp | 72.1%-64.8pp | 68.1%-60.8pp |
| Annual return | 15.21% | -775.43%+790.6pp | 34.15%-18.9pp | 41.64%-26.4pp |
| Employer contribution / active EE | $338 | $1,729-80.4% | $2,476-86.3% | $2,551-86.7% |
| Participant deferral / active EE | $824 | $2,919-71.8% | $3,958-79.2% | $4,139-80.1% |
| Admin fee / account holder | $6,617 | $5,982+10.6% | $6,033+9.7% | $7,234-8.5% |