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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 | $34,887 | $167,362-79.2% | $143,799-75.7% | $134,532-74.1% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -18.46% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,102 | $5,620-80.4% | $4,952-77.7% | $4,741-76.7% |
| Participant deferral / active EE | $5,432 | $6,447-15.8% | $5,638-3.7% | $6,401-15.1% |
| Admin fee / account holder | $843 | $18,094-95.3% | $14,677-94.3% | $11,429-92.6% |