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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 | $97,003 | $27,639+251.0% | $61,501+57.7% | $68,490+41.6% |
| Participation rate | 32.0% | 39.5%-7.5pp | 52.6%-20.6pp | 67.9%-35.9pp |
| Annual return | -17.36% | -13.19%-4.2pp | 339.04%-356.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,764 | $1,264+197.9% | $2,125+77.2% | $4,028-6.6% |
| Admin fee / account holder | $5,617 | $2,012+179.1% | $2,132+163.5% | $5,403+4.0% |