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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 | $45,200 | $72,403-37.6% | $67,524-33.1% | $145,978-69.0% |
| Participation rate | 27.3% | 76.9%-49.6pp | 72.9%-45.6pp | 80.3%-53.0pp |
| Annual return | 17.29% | 7197.23%-7179.9pp | 3519.41%-3502.1pp | 550.52%-533.2pp |
| Employer contribution / active EE | $26 | $3,072-99.2% | $2,734-99.1% | $4,662-99.4% |
| Participant deferral / active EE | $2,591 | $4,782-45.8% | $4,001-35.2% | $6,690-61.3% |
| Admin fee / account holder | $4,526 | $5,541-18.3% | $4,001+13.1% | $13,400-66.2% |