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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 | $26,541 | $133,981-80.2% | $112,249-76.4% | $134,532-80.3% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -19.25% | 47.16%-66.4pp | 27.48%-46.7pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,408 | $5,292-16.7% | $4,729-6.8% | $6,401-31.1% |
| Admin fee / account holder | $3,265 | $7,492-56.4% | $6,412-49.1% | $11,429-71.4% |