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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 | $188,036 | $154,159+22.0% | $130,026+44.6% | $139,456+34.8% |
| Participation rate | 35.0% | 82.0%-47.0pp | 78.5%-43.5pp | 80.3%-45.3pp |
| Annual return | 32.25% | 32.50%-0.3pp | -137.26%+169.5pp | 373.45%-341.2pp |
| Employer contribution / active EE | $911 | $5,292-82.8% | $4,321-78.9% | $4,753-80.8% |
| Participant deferral / active EE | $3,523 | $6,710-47.5% | $5,821-39.5% | $6,711-47.5% |
| Admin fee / account holder | $1,121 | $14,001-92.0% | $10,608-89.4% | $11,407-90.2% |