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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 | $20,682 | $167,352-87.6% | $143,788-85.6% | $134,509-84.6% |
| Participation rate | 45.0% | 84.8%-39.8pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -12.37% | 0.47%-12.8pp | -0.03%-12.3pp | 418.13%-430.5pp |
| Employer contribution / active EE | $4 | $5,620-99.9% | $4,952-99.9% | $4,741-99.9% |
| Participant deferral / active EE | $3,795 | $6,447-41.1% | $5,638-32.7% | $6,400-40.7% |
| Admin fee / account holder | $808 | $18,091-95.5% | $14,675-94.5% | $11,427-92.9% |