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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 | $93,970 | $131,835-28.7% | $108,582-13.5% | $273,972-65.7% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.6%-17.7pp | 83.0%-21.1pp |
| Annual return | 8.95% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $608 | $4,913-87.6% | $3,758-83.8% | $4,869-87.5% |
| Participant deferral / active EE | $3,394 | $5,127-33.8% | $4,311-21.3% | $5,287-35.8% |
| Admin fee / account holder | $375 | $10,253-96.3% | $7,645-95.1% | $10,133-96.3% |