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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 | $58,444 | $71,872-18.7% | $86,691-32.6% | $68,495-14.7% |
| Participation rate | 51.6% | 72.2%-20.6pp | 76.6%-25.0pp | 67.9%-16.3pp |
| Annual return | -15.11% | 3.53%-18.6pp | 35.94%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $267 | $2,173-87.7% | $2,837-90.6% | $2,596-89.7% |
| Participant deferral / active EE | $2,999 | $3,779-20.7% | $4,656-35.6% | $4,028-25.5% |
| Admin fee / account holder | $4,553 | $6,112-25.5% | $7,492-39.2% | $5,403-15.7% |