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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 | $12,643 | $47,479-73.4% | $62,929-79.9% | $82,448-84.7% |
| Participation rate | 60.6% | 66.9%-6.3pp | 73.1%-12.5pp | 68.1%-7.5pp |
| Annual return | 16.88% | 20.34%-3.5pp | 1063.93%-1047.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $136 | $1,885-92.8% | $2,505-94.6% | $2,551-94.7% |
| Participant deferral / active EE | $1,603 | $2,870-44.1% | $3,888-58.8% | $4,139-61.3% |
| Admin fee / account holder | $1,789 | $3,804-53.0% | $5,065-64.7% | $7,234-75.3% |