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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 | $223,453 | $111,535+100.3% | $105,223+112.4% | $137,256+62.8% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.0%-34.1pp | 80.0%-39.1pp |
| Annual return | 16.63% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8 | $3,939-99.8% | $3,689-99.8% | $4,156-99.8% |
| Participant deferral / active EE | $1,692 | $5,500-69.2% | $5,072-66.6% | $6,407-73.6% |
| Admin fee / account holder | $1,672 | $9,721-82.8% | $8,859-81.1% | $12,270-86.4% |