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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 | $40,861 | $95,915-57.4% | $79,580-48.7% | $134,532-69.6% |
| Participation rate | 52.9% | 75.0%-22.1pp | 69.5%-16.5pp | 81.2%-28.3pp |
| Annual return | -18.70% | -2.71%-16.0pp | 0.15%-18.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,878 | $4,693+25.2% | $3,985+47.5% | $6,401-8.2% |
| Admin fee / account holder | $354 | $9,132-96.1% | $6,835-94.8% | $11,429-96.9% |