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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 | $19,954 | $167,352-88.1% | $143,788-86.1% | $134,509-85.2% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -18.34% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,087 | $5,620-80.7% | $4,952-78.1% | $4,741-77.1% |
| Participant deferral / active EE | $3,076 | $6,447-52.3% | $5,638-45.5% | $6,400-51.9% |
| Admin fee / account holder | $684 | $18,091-96.2% | $14,675-95.3% | $11,427-94.0% |