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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 | $9,001 | $58,258-84.6% | $81,820-89.0% | $80,925-88.9% |
| Participation rate | 32.3% | 63.5%-31.2pp | 72.4%-40.1pp | 67.7%-35.4pp |
| Annual return | 14.33% | 41.76%-27.4pp | 777.93%-763.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $89 | $2,345-96.2% | $2,915-97.0% | $2,756-96.8% |
| Participant deferral / active EE | $972 | $3,284-70.4% | $4,323-77.5% | $4,299-77.4% |
| Admin fee / account holder | $394 | $4,976-92.1% | $7,391-94.7% | $6,940-94.3% |