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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 | $32,292 | $80,812-60.0% | $160,784-79.9% | $82,448-60.8% |
| Participation rate | 57.7% | 66.2%-8.5pp | 77.0%-19.2pp | 68.1%-10.3pp |
| Annual return | 29.58% | 100.59%-71.0pp | 1803.92%-1774.3pp | 41.64%-12.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,343 | $4,335+0.2% | $6,293-31.0% | $4,139+4.9% |
| Admin fee / account holder | $916 | $7,695-88.1% | $9,717-90.6% | $7,234-87.3% |