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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 | $33,801 | $52,678-35.8% | $75,784-55.4% | $59,633-43.3% |
| Participation rate | 63.8% | 67.2%-3.5pp | 75.8%-12.1pp | 68.7%-4.9pp |
| Annual return | -0.86% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,280 | $2,591-50.6% | $3,652-65.0% | $3,192-59.9% |
| Admin fee / account holder | $944 | $3,610-73.8% | $5,300-82.2% | $4,297-78.0% |