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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 | $77,163 | $91,911-16.0% | $68,612+12.5% | $135,380-43.0% |
| Participation rate | 65.0% | 76.7%-11.7pp | 72.2%-7.2pp | 82.6%-17.6pp |
| Annual return | -3.58% | -8.22%+4.6pp | -4.63%+1.1pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,077 | $4,315-75.0% | $3,311-67.5% | $5,609-80.8% |
| Admin fee / account holder | $4,664 | $9,240-49.5% | $5,131-9.1% | $10,828-56.9% |