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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 | $27,790 | $64,705-57.1% | $62,929-55.8% | $67,986-59.1% |
| Participation rate | 23.8% | 65.6%-41.8pp | 73.1%-49.3pp | 57.2%-33.4pp |
| Annual return | 14.79% | 20.31%-5.5pp | 1063.93%-1049.1pp | 31.67%-16.9pp |
| Employer contribution / active EE | $518 | $2,376-78.2% | $2,505-79.3% | $2,019-74.3% |
| Participant deferral / active EE | $1,028 | $3,198-67.9% | $3,888-73.6% | $3,358-69.4% |
| Admin fee / account holder | $3,195 | $1,428+123.7% | $5,065-36.9% | $3,203-0.3% |