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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 | $28,784 | $48,337-40.5% | $67,560-57.4% | $80,959-64.4% |
| Participation rate | 12.9% | 66.4%-53.5pp | 72.9%-60.0pp | 67.7%-54.8pp |
| Annual return | 60.77% | 18.26%+42.5pp | 3533.50%-3472.7pp | 35.67%+25.1pp |
| Employer contribution / active EE | $127 | $2,023-93.7% | $2,737-95.3% | $2,757-95.4% |
| Participant deferral / active EE | $1,380 | $2,928-52.9% | $4,004-65.5% | $4,300-67.9% |
| Admin fee / account holder | $755 | $3,695-79.6% | $3,994-81.1% | $6,925-89.1% |