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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 | $24,704 | $55,446-55.4% | $155,574-84.1% | $74,429-66.8% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.0pp | 67.2%-28.0pp |
| Annual return | 14.82% | 269.20%-254.4pp | 64.87%-50.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $10 | $2,266-99.5% | $4,676-99.8% | $2,625-99.6% |
| Participant deferral / active EE | $4,529 | $2,836+59.7% | $5,629-19.5% | $4,348+4.2% |
| Admin fee / account holder | $1,429 | $1,743-18.0% | $15,914-91.0% | $1,944-26.5% |