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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 | $11,472 | $68,097-83.2% | $62,929-81.8% | $137,256-91.6% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 14.39% | 1859.11%-1844.7pp | 1063.93%-1049.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,123 | $4,553-9.4% | $3,888+6.0% | $6,407-35.7% |
| Admin fee / account holder | $447 | $6,521-93.1% | $5,065-91.2% | $12,270-96.4% |