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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 | $48,461 | $91,536-47.1% | $130,062-62.7% | $75,177-35.5% |
| Participation rate | 14.0% | 71.5%-57.5pp | 78.5%-64.5pp | 67.2%-53.2pp |
| Annual return | 22.60% | -631.62%+654.2pp | -137.37%+160.0pp | 160.75%-138.2pp |
| Employer contribution / active EE | $498 | $2,845-82.5% | $4,322-88.5% | $2,671-81.3% |
| Participant deferral / active EE | $2,322 | $4,343-46.5% | $5,821-60.1% | $4,126-43.7% |
| Admin fee / account holder | $2,519 | $6,780-62.8% | $10,601-76.2% | $5,651-55.4% |