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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 | $39,178 | $85,766-54.3% | $136,297-71.3% | $70,124-44.1% |
| Participation rate | 32.8% | 74.2%-41.3pp | 81.9%-49.1pp | 69.5%-36.7pp |
| Annual return | 21.71% | 31.45%-9.7pp | 5156.19%-5134.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,400 | $5,051-12.9% | $6,247-29.6% | $3,332+32.0% |
| Admin fee / account holder | $1,925 | $5,420-64.5% | $9,244-79.2% | $4,645-58.6% |