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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 | $25,680 | $52,353-50.9% | $120,225-78.6% | $82,448-68.9% |
| Participation rate | 30.0% | 58.3%-28.3pp | 69.6%-39.6pp | 68.1%-38.1pp |
| Annual return | 14.86% | 61.85%-47.0pp | 439.23%-424.4pp | 41.64%-26.8pp |
| Employer contribution / active EE | $208 | $1,510-86.2% | $3,475-94.0% | $2,551-91.8% |
| Participant deferral / active EE | $1,255 | $2,627-52.2% | $3,999-68.6% | $4,139-69.7% |
| Admin fee / account holder | $654 | $4,363-85.0% | $5,696-88.5% | $7,234-91.0% |