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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 | $139,915 | $211,946-34.0% | $169,452-17.4% | $135,380+3.3% |
| Participation rate | 58.3% | 82.6%-24.3pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | -4.67% | 3.26%-7.9pp | 1.83%-6.5pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,662 | $6,075-23.3% | $5,277-11.7% | $5,609-16.9% |
| Admin fee / account holder | $8,370 | $11,472-27.0% | $9,110-8.1% | $10,828-22.7% |