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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 | $180,561 | $82,674+118.4% | $125,381+44.0% | $68,486+163.6% |
| Participation rate | 52.5% | 75.1%-22.6pp | 82.4%-29.9pp | 67.9%-15.4pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,075 | $6,111-33.3% | $7,448-45.3% | $4,028+1.2% |
| Admin fee / account holder | $1,271 | $6,277-79.8% | $10,007-87.3% | $5,404-76.5% |