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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 | $84,802 | $65,704+29.1% | $94,229-10.0% | $59,633+42.2% |
| Participation rate | 58.8% | 72.1%-13.3pp | 78.8%-19.9pp | 68.7%-9.8pp |
| Annual return | -1.33% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $32 | $2,021-98.4% | $3,587-99.1% | $2,203-98.5% |
| Participant deferral / active EE | $1,628 | $3,143-48.2% | $4,320-62.3% | $3,192-49.0% |
| Admin fee / account holder | $5,987 | $4,265+40.4% | $6,269-4.5% | $4,297+39.3% |