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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 | $44,231 | $75,962-41.8% | $154,111-71.3% | $64,173-31.1% |
| Participation rate | 63.0% | 70.4%-7.5pp | 83.0%-20.1pp | 69.6%-6.6pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $331 | $3,350-90.1% | $5,298-93.8% | $2,381-86.1% |
| Participant deferral / active EE | $1,978 | $3,175-37.7% | $5,081-61.1% | $3,470-43.0% |
| Admin fee / account holder | $1,396 | $5,589-75.0% | $13,411-89.6% | $4,887-71.4% |