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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 | $13,571 | $149,040-90.9% | $120,225-88.7% | $137,256-90.1% |
| Participation rate | 27.8% | 75.4%-47.6pp | 69.6%-41.8pp | 80.0%-52.2pp |
| Annual return | 17.19% | 605.68%-588.5pp | 439.23%-422.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $675 | $4,655-85.5% | $3,999-83.1% | $6,407-89.5% |
| Admin fee / account holder | $1,734 | $6,348-72.7% | $5,696-69.6% | $12,270-85.9% |