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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 | $58,871 | $41,854+40.7% | $73,836-20.3% | $52,331+12.5% |
| Participation rate | 24.5% | 66.2%-41.7pp | 73.4%-48.9pp | 68.1%-43.6pp |
| Annual return | -0.50% | 2.11%-2.6pp | 2268.06%-2268.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,363 | $2,498-45.4% | $3,583-61.9% | $3,022-54.9% |
| Admin fee / account holder | $1,506 | $493+205.7% | $4,882-69.2% | $592+154.5% |