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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 | $209,594 | $211,946-1.1% | $169,452+23.7% | $135,380+54.8% |
| Participation rate | 30.0% | 82.6%-52.6pp | 77.8%-47.8pp | 82.6%-52.6pp |
| Annual return | -4.01% | 3.26%-7.3pp | 1.83%-5.8pp | 519.81%-523.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,347 | $6,075-44.9% | $5,277-36.6% | $5,609-40.3% |
| Admin fee / account holder | $4,927 | $11,472-57.1% | $9,110-45.9% | $10,828-54.5% |