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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 | $31,563 | $76,912-59.0% | $129,118-75.6% | $68,486-53.9% |
| Participation rate | 23.1% | 69.1%-46.1pp | 77.2%-54.2pp | 67.9%-44.8pp |
| Annual return | -16.50% | -9.78%-6.7pp | -10.94%-5.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,686 | $4,732-43.2% | $6,539-58.9% | $4,028-33.3% |
| Admin fee / account holder | $13,402 | $6,638+101.9% | $14,305-6.3% | $5,404+148.0% |