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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 | $9,513 | $55,902-83.0% | $76,030-87.5% | $80,959-88.2% |
| Participation rate | 40.0% | 62.1%-22.1pp | 69.1%-29.1pp | 67.7%-27.7pp |
| Annual return | 16.92% | 20.59%-3.7pp | 361.54%-344.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,520 | $3,051-50.2% | $4,257-64.3% | $4,300-64.6% |
| Admin fee / account holder | $1,144 | $5,239-78.2% | $6,421-82.2% | $6,925-83.5% |