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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 | $169,989 | $86,705+96.1% | $73,309+131.9% | $125,393+35.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 74.9%-32.1pp | 83.2%-40.3pp |
| Annual return | -0.09% | 2.78%-2.9pp | 5.67%-5.8pp | 282.23%-282.3pp |
| Employer contribution / active EE | $248 | $4,152-94.0% | $3,237-92.3% | $4,866-94.9% |
| Participant deferral / active EE | $3,702 | $5,549-33.3% | $4,991-25.8% | $5,351-30.8% |
| Admin fee / account holder | $861 | $7,772-88.9% | $5,637-84.7% | $9,541-91.0% |