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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 | $24,172 | $183,539-86.8% | $155,556-84.5% | $145,897-83.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 41.51% | 61.31%-19.8pp | 64.84%-23.3pp | 552.29%-510.8pp |
| Employer contribution / active EE | $892 | $5,315-83.2% | $4,675-80.9% | $4,663-80.9% |
| Participant deferral / active EE | $4,229 | $6,467-34.6% | $5,631-24.9% | $6,689-36.8% |
| Admin fee / account holder | $3,740 | $19,275-80.6% | $15,885-76.5% | $13,390-72.1% |