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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 | $66,335 | $96,731-31.4% | $123,973-46.5% | $86,983-23.7% |
| Participation rate | 17.9% | 70.0%-52.2pp | 76.7%-58.8pp | 69.5%-51.7pp |
| Annual return | 11.77% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $612 | $3,297-81.4% | $4,126-85.2% | $2,584-76.3% |
| Participant deferral / active EE | $2,012 | $4,152-51.5% | $5,247-61.7% | $4,194-52.0% |
| Admin fee / account holder | $1,499 | $8,722-82.8% | $11,799-87.3% | $7,856-80.9% |