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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 | $77,974 | $131,835-40.9% | $108,582-28.2% | $273,972-71.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.15% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $529 | $4,913-89.2% | $3,758-85.9% | $4,869-89.1% |
| Participant deferral / active EE | $2,118 | $5,127-58.7% | $4,311-50.9% | $5,287-59.9% |
| Admin fee / account holder | $1,786 | $10,253-82.6% | $7,645-76.6% | $10,133-82.4% |