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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 | $71,550 | $100,811-29.0% | $86,698-17.5% | $134,545-46.8% |
| Participation rate | 53.3% | 79.0%-25.6pp | 76.6%-23.3pp | 81.2%-27.9pp |
| Annual return | -15.39% | 29.11%-44.5pp | 35.96%-51.3pp | 418.37%-433.8pp |
| Employer contribution / active EE | $615 | $3,490-82.4% | $2,837-78.3% | $4,742-87.0% |
| Participant deferral / active EE | $4,136 | $5,339-22.5% | $4,656-11.2% | $6,401-35.4% |
| Admin fee / account holder | $2,302 | $10,926-78.9% | $7,492-69.3% | $11,431-79.9% |