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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 | $15,818 | $86,701-81.8% | $73,309-78.4% | $125,388-87.4% |
| Participation rate | 61.9% | 78.6%-16.7pp | 74.9%-13.0pp | 83.2%-21.3pp |
| Annual return | -2.07% | 2.78%-4.9pp | 5.67%-7.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $47 | $4,152-98.9% | $3,237-98.6% | $4,866-99.0% |
| Participant deferral / active EE | $2,351 | $5,549-57.6% | $4,991-52.9% | $5,352-56.1% |
| Admin fee / account holder | $2,808 | $7,768-63.8% | $5,635-50.2% | $9,541-70.6% |