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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 | $36,607 | $173,526-78.9% | $136,072-73.1% | $145,884-74.9% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.4%-43.1pp | 80.3%-47.0pp |
| Annual return | 13.67% | 1167.12%-1153.4pp | 580.46%-566.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $868 | $5,285-83.6% | $4,216-79.4% | $4,662-81.4% |
| Participant deferral / active EE | $2,661 | $8,711-69.5% | $7,028-62.1% | $6,690-60.2% |
| Admin fee / account holder | $1,696 | $9,665-82.5% | $6,718-74.8% | $13,392-87.3% |