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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 | $213,816 | $176,794+20.9% | $146,647+45.8% | $167,553+27.6% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 23.73% | 24.04%-0.3pp | 22.75%+1.0pp | 478.89%-455.2pp |
| Employer contribution / active EE | $708 | $5,161-86.3% | $4,137-82.9% | $4,840-85.4% |
| Participant deferral / active EE | $4,817 | $6,440-25.2% | $5,506-12.5% | $6,343-24.0% |
| Admin fee / account holder | $19,820 | $13,262+49.4% | $10,281+92.8% | $12,316+60.9% |