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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 | $18,558 | $49,897-62.8% | $80,648-77.0% | $75,177-75.3% |
| Participation rate | 49.2% | 55.3%-6.1pp | 67.0%-17.8pp | 67.2%-18.0pp |
| Annual return | 21.65% | 34.68%-13.0pp | 937.21%-915.6pp | 160.75%-139.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,047 | $2,992+1.8% | $4,443-31.4% | $4,126-26.2% |
| Admin fee / account holder | $1,489 | $3,579-58.4% | $5,382-72.3% | $5,651-73.7% |