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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 | $191,545 | $102,635+86.6% | $86,209+122.2% | $139,456+37.4% |
| Participation rate | 43.5% | 74.5%-31.0pp | 69.0%-25.5pp | 80.3%-36.8pp |
| Annual return | 11.99% | 1923.53%-1911.5pp | 1169.05%-1157.1pp | 373.45%-361.5pp |
| Employer contribution / active EE | $297 | $3,034-90.2% | $2,381-87.5% | $4,753-93.8% |
| Participant deferral / active EE | $3,675 | $4,677-21.4% | $3,986-7.8% | $6,711-45.2% |
| Admin fee / account holder | $1,411 | $8,661-83.7% | $6,853-79.4% | $11,407-87.6% |