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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 | $17,096 | $102,663-83.3% | $86,216-80.2% | $139,466-87.7% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.1pp |
| Annual return | 31.60% | 1924.52%-1892.9pp | 1169.42%-1137.8pp | 373.66%-342.1pp |
| Employer contribution / active EE | $429 | $3,035-85.9% | $2,382-82.0% | $4,754-91.0% |
| Participant deferral / active EE | $2,034 | $4,677-56.5% | $3,986-49.0% | $6,712-69.7% |
| Admin fee / account holder | $1,495 | $8,663-82.7% | $6,853-78.2% | $11,409-86.9% |