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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 | $127,276 | $72,404+75.8% | $110,243+15.5% | $64,173+98.3% |
| Participation rate | 36.7% | 73.3%-36.7pp | 79.8%-43.2pp | 69.6%-32.9pp |
| Annual return | -7.00% | -6.29%-0.7pp | 314.76%-321.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,558 | $3,469-26.3% | $4,672-45.3% | $3,470-26.3% |
| Admin fee / account holder | $1,627 | $5,664-71.3% | $8,548-81.0% | $4,887-66.7% |