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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 | $68,718 | $99,032-30.6% | $80,022-14.1% | $135,382-49.2% |
| Participation rate | 41.2% | 78.4%-37.2pp | 75.8%-34.7pp | 82.6%-41.5pp |
| Annual return | -1.32% | 15.39%-16.7pp | 11.22%-12.5pp | 519.77%-521.1pp |
| Employer contribution / active EE | $404 | $3,043-86.7% | $2,468-83.6% | $4,779-91.5% |
| Participant deferral / active EE | $2,005 | $4,282-53.2% | $3,686-45.6% | $5,609-64.2% |
| Admin fee / account holder | $1,371 | $10,436-86.9% | $6,521-79.0% | $10,829-87.3% |