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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 | $34,096 | $96,691-64.7% | $86,656-60.7% | $139,487-75.6% |
| Participation rate | 57.9% | 74.4%-16.5pp | 71.7%-13.8pp | 80.3%-22.4pp |
| Annual return | 15.27% | 106.87%-91.6pp | 593.09%-577.8pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,219 | $4,838-33.5% | $4,439-27.5% | $6,713-52.0% |
| Admin fee / account holder | $2,747 | $6,414-57.2% | $5,619-51.1% | $11,407-75.9% |