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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 | $23,069 | $95,406-75.8% | $185,849-87.6% | $85,847-73.1% |
| Participation rate | 38.2% | 68.8%-30.6pp | 81.7%-43.5pp | 69.3%-31.1pp |
| Annual return | 18.34% | 23.59%-5.2pp | 122.10%-103.8pp | 318.61%-300.3pp |
| Employer contribution / active EE | $214 | $3,314-93.6% | $5,169-95.9% | $2,565-91.7% |
| Participant deferral / active EE | $1,935 | $3,424-43.5% | $5,569-65.3% | $3,952-51.0% |
| Admin fee / account holder | $820 | $7,214-88.6% | $16,244-95.0% | $6,261-86.9% |