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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 | $54,263 | $59,834-9.3% | $79,576-31.8% | $68,495-20.8% |
| Participation rate | 58.1% | 61.1%-2.9pp | 69.5%-11.3pp | 67.9%-9.8pp |
| Annual return | -14.89% | -12.30%-2.6pp | 0.15%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $186 | $1,505-87.7% | $2,413-92.3% | $2,596-92.9% |
| Participant deferral / active EE | $2,150 | $3,024-28.9% | $3,985-46.1% | $4,028-46.6% |
| Admin fee / account holder | $2,367 | $4,835-51.0% | $6,834-65.4% | $5,403-56.2% |