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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 | $30,927 | $60,128-48.6% | $90,440-65.8% | $79,852-61.3% |
| Participation rate | 30.4% | 65.0%-34.6pp | 72.7%-42.3pp | 69.6%-39.2pp |
| Annual return | 39.97% | 71.95%-32.0pp | 1294.38%-1254.4pp | 31.72%+8.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,264 | $2,939+45.1% | $3,964+7.6% | $3,740+14.0% |
| Admin fee / account holder | $1,403 | $3,977-64.7% | $5,615-75.0% | $5,306-73.6% |