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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 | $34,244 | $42,383-19.2% | $76,518-55.2% | $64,173-46.6% |
| Participation rate | 57.1% | 58.1%-1.0pp | 68.0%-10.9pp | 69.6%-12.4pp |
| Annual return | -0.61% | -16.54%+15.9pp | -0.27%-0.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $15 | $1,563-99.0% | $2,647-99.4% | $2,381-99.4% |
| Participant deferral / active EE | $2,957 | $2,566+15.2% | $3,836-22.9% | $3,470-14.8% |
| Admin fee / account holder | $1,624 | $3,198-49.2% | $4,849-66.5% | $4,887-66.8% |