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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 | $8,077 | $58,311-86.1% | $81,882-90.1% | $80,959-90.0% |
| Participation rate | 36.8% | 63.5%-26.6pp | 72.4%-35.5pp | 67.7%-30.8pp |
| Annual return | 17.87% | 41.85%-24.0pp | 779.47%-761.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $976 | $3,287-70.3% | $4,323-77.4% | $4,300-77.3% |
| Admin fee / account holder | $975 | $4,752-79.5% | $7,360-86.8% | $6,925-85.9% |