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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 | $30,203 | $167,362-82.0% | $143,799-79.0% | $134,532-77.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.36% | 0.47%-16.8pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $727 | $5,620-87.1% | $4,952-85.3% | $4,741-84.7% |
| Participant deferral / active EE | $2,737 | $6,447-57.6% | $5,638-51.5% | $6,401-57.2% |
| Admin fee / account holder | $3,015 | $18,094-83.3% | $14,677-79.5% | $11,429-73.6% |