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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 | $21,303 | $60,128-64.6% | $90,440-76.4% | $79,852-73.3% |
| Participation rate | 32.3% | 65.0%-32.7pp | 72.7%-40.4pp | 69.6%-37.4pp |
| Annual return | 26.73% | 71.95%-45.2pp | 1294.38%-1267.7pp | 31.72%-5.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,660 | $2,939-9.5% | $3,964-32.9% | $3,740-28.9% |
| Admin fee / account holder | $3,081 | $3,977-22.5% | $5,615-45.1% | $5,306-41.9% |