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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 | $28,951 | $166,131-82.6% | $164,975-82.5% | $145,877-80.2% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 83.32% | 100.37%-17.0pp | 70.12%+13.2pp | 551.28%-468.0pp |
| Employer contribution / active EE | $799 | $5,276-84.9% | $4,343-81.6% | $4,663-82.9% |
| Participant deferral / active EE | $2,554 | $6,962-63.3% | $6,033-57.7% | $6,691-61.8% |
| Admin fee / account holder | $3,719 | $16,648-77.7% | $12,688-70.7% | $13,402-72.2% |