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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 | $21,127 | $34,316-38.4% | $74,723-71.7% | $72,976-71.0% |
| Participation rate | 54.1% | 42.4%+11.6pp | 54.5%-0.4pp | 69.5%-15.4pp |
| Annual return | 19.49% | 26.58%-7.1pp | 753.18%-733.7pp | 81.02%-61.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $950 | $1,272-25.3% | $1,962-51.5% | $3,608-73.7% |
| Admin fee / account holder | $446 | $2,125-79.0% | $3,335-86.6% | $5,124-91.3% |