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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 | $47,262 | $57,350-17.6% | $83,850-43.6% | $64,181-26.4% |
| Participation rate | 61.5% | 68.6%-7.1pp | 76.1%-14.6pp | 69.6%-8.0pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.92%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,931 | $2,993+31.4% | $4,082-3.7% | $3,470+13.3% |
| Admin fee / account holder | $1,126 | $4,046-72.2% | $5,478-79.4% | $4,887-77.0% |