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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 | $76,019 | $113,941-33.3% | $94,229-19.3% | $125,389-39.4% |
| Participation rate | 64.3% | 82.9%-18.6pp | 78.8%-14.5pp | 83.2%-18.9pp |
| Annual return | -1.94% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,119 | $5,179-20.5% | $4,320-4.7% | $5,352-23.0% |
| Admin fee / account holder | $2,231 | $8,392-73.4% | $6,269-64.4% | $9,541-76.6% |