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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 | $34,778 | $54,355-36.0% | $82,744-58.0% | $68,486-49.2% |
| Participation rate | 44.1% | 63.9%-19.8pp | 72.6%-28.4pp | 67.9%-23.8pp |
| Annual return | -14.47% | -13.67%-0.8pp | 702.22%-716.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $182 | $2,219-91.8% | $3,008-93.9% | $2,597-93.0% |
| Participant deferral / active EE | $2,669 | $3,246-17.8% | $4,395-39.3% | $4,028-33.7% |
| Admin fee / account holder | $8,619 | $4,397+96.0% | $5,325+61.9% | $5,404+59.5% |