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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 | $30,064 | $77,817-61.4% | $123,553-75.7% | $64,173-53.2% |
| Participation rate | 44.0% | 74.7%-30.7pp | 82.3%-38.3pp | 69.6%-25.6pp |
| Annual return | -8.12% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,469 | $5,240+4.4% | $6,426-14.9% | $3,470+57.6% |
| Admin fee / account holder | $2,381 | $5,519-56.9% | $9,284-74.4% | $4,887-51.3% |