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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 | $46,717 | $95,975-51.3% | $74,549-37.3% | $135,379-65.5% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -5.26% | 56.96%-62.2pp | 32.53%-37.8pp | 519.79%-525.0pp |
| Employer contribution / active EE | $258 | $2,716-90.5% | $1,961-86.8% | $4,779-94.6% |
| Participant deferral / active EE | $1,320 | $3,844-65.7% | $3,108-57.5% | $5,609-76.5% |
| Admin fee / account holder | $505 | $6,522-92.2% | $5,059-90.0% | $10,828-95.3% |