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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 | $164,207 | $156,398+5.0% | $147,318+11.5% | $138,895+18.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.96% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $599 | $4,853-87.7% | $4,593-87.0% | $4,194-85.7% |
| Participant deferral / active EE | $2,833 | $8,237-65.6% | $7,906-64.2% | $6,396-55.7% |
| Admin fee / account holder | $11,622 | $14,976-22.4% | $13,708-15.2% | $12,562-7.5% |