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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 | $20,077 | $64,729-69.0% | $112,263-82.1% | $68,490-70.7% |
| Participation rate | 36.4% | 67.2%-30.8pp | 75.1%-38.7pp | 67.9%-31.5pp |
| Annual return | -19.10% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $276 | $2,746-90.0% | $3,636-92.4% | $2,597-89.4% |
| Participant deferral / active EE | $1,887 | $3,566-47.1% | $4,729-60.1% | $4,028-53.2% |
| Admin fee / account holder | $536 | $5,222-89.7% | $6,410-91.6% | $5,403-90.1% |