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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 | $21,428 | $48,314-55.6% | $67,561-68.3% | $80,925-73.5% |
| Participation rate | 69.2% | 66.4%+2.8pp | 72.9%-3.7pp | 67.7%+1.6pp |
| Annual return | 24.02% | 18.28%+5.7pp | 3525.44%-3501.4pp | 35.65%-11.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,918 | $2,927+170.6% | $4,003+97.8% | $4,299+84.2% |
| Admin fee / account holder | $2,300 | $3,690-37.7% | $4,006-42.6% | $6,940-66.9% |