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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 | $114,154 | $90,467+26.2% | $93,759+21.8% | $134,509-15.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -18.88% | -15.72%-3.2pp | -11.33%-7.6pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,149 | $4,345-73.6% | $4,324-73.4% | $4,741-75.8% |
| Participant deferral / active EE | $12,310 | $5,980+105.8% | $6,096+102.0% | $6,400+92.3% |
| Admin fee / account holder | $1,564 | $9,258-83.1% | $7,197-78.3% | $11,427-86.3% |