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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 | $25,634 | $57,352-55.3% | $83,830-69.4% | $64,173-60.1% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -7.21% | 11.38%-18.6pp | 850.97%-858.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $469 | $2,546-81.6% | $3,631-87.1% | $2,381-80.3% |
| Participant deferral / active EE | $2,505 | $2,993-16.3% | $4,082-38.6% | $3,470-27.8% |
| Admin fee / account holder | $1,340 | $4,046-66.9% | $5,479-75.5% | $4,887-72.6% |