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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 | $36,355 | $82,674-56.0% | $125,363-71.0% | $68,495-46.9% |
| Participation rate | 28.9% | 75.0%-46.1pp | 82.4%-53.4pp | 67.9%-38.9pp |
| Annual return | -16.45% | -5.97%-10.5pp | 572.15%-588.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3 | $3,382-99.9% | $4,815-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,558 | $6,111-58.1% | $7,447-65.7% | $4,028-36.5% |
| Admin fee / account holder | $6,834 | $6,276+8.9% | $10,005-31.7% | $5,403+26.5% |