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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 | $82,106 | $134,001-38.7% | $112,258-26.9% | $134,509-39.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -12.93% | 47.15%-60.1pp | 27.47%-40.4pp | 418.13%-431.1pp |
| Employer contribution / active EE | $440 | $4,039-89.1% | $3,636-87.9% | $4,741-90.7% |
| Participant deferral / active EE | $5,400 | $5,291+2.1% | $4,728+14.2% | $6,400-15.6% |
| Admin fee / account holder | $1,278 | $7,491-82.9% | $6,411-80.1% | $11,427-88.8% |