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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 | $139,282 | $49,177+183.2% | $79,466+75.3% | $64,173+117.0% |
| Participation rate | 9.6% | 65.0%-55.4pp | 73.3%-63.7pp | 69.6%-59.9pp |
| Annual return | -5.98% | -1.16%-4.8pp | 718.28%-724.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $213 | $2,076-89.7% | $2,800-92.4% | $2,381-91.0% |
| Participant deferral / active EE | $936 | $2,821-66.8% | $3,704-74.7% | $3,470-73.0% |
| Admin fee / account holder | $1,258 | $3,839-67.2% | $5,104-75.4% | $4,887-74.3% |