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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 | $33,659 | $69,708-51.7% | $67,560-50.2% | $74,478-54.8% |
| Participation rate | 32.0% | 71.4%-39.5pp | 72.9%-41.0pp | 67.2%-35.3pp |
| Annual return | 14.21% | -40.67%+54.9pp | 3533.50%-3519.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $198 | $2,715-92.7% | $2,737-92.8% | $2,626-92.5% |
| Participant deferral / active EE | $2,324 | $3,637-36.1% | $4,004-42.0% | $4,350-46.6% |
| Admin fee / account holder | $1,512 | $887+70.4% | $3,994-62.1% | $1,946-22.3% |