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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 | $9,967 | $27,243-63.4% | $52,425-81.0% | $79,634-87.5% |
| Participation rate | 9.4% | 22.4%-13.0pp | 55.6%-46.2pp | 62.5%-53.1pp |
| Annual return | 20.92% | 63.36%-42.4pp | 302.12%-281.2pp | 36.46%-15.5pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $429 | $636-32.5% | $1,790-76.0% | $3,835-88.8% |
| Admin fee / account holder | $600 | $2,105-71.5% | $2,495-76.0% | $1,002-40.1% |