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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 | $71,097 | $58,275+22.0% | $81,844-13.1% | $80,935-12.2% |
| Participation rate | 17.9% | 63.5%-45.6pp | 72.4%-54.5pp | 67.7%-49.8pp |
| Annual return | 18.64% | 41.82%-23.2pp | 778.87%-760.2pp | 35.66%-17.0pp |
| Employer contribution / active EE | $270 | $2,346-88.5% | $2,916-90.8% | $2,757-90.2% |
| Participant deferral / active EE | $831 | $3,285-74.7% | $4,323-80.8% | $4,299-80.7% |
| Admin fee / account holder | $699 | $4,749-85.3% | $7,355-90.5% | $6,924-89.9% |