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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 | $16,724 | $49,897-66.5% | $80,648-79.3% | $75,177-77.8% |
| Participation rate | 26.6% | 55.3%-28.7pp | 67.0%-40.4pp | 67.2%-40.6pp |
| Annual return | 31.29% | 34.68%-3.4pp | 937.21%-905.9pp | 160.75%-129.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,286 | $2,992-23.6% | $4,443-48.5% | $4,126-44.6% |
| Admin fee / account holder | $1,179 | $3,579-67.0% | $5,382-78.1% | $5,651-79.1% |