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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 | $225,976 | $180,462+25.2% | $154,111+46.6% | $135,379+66.9% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | -4.07% | 888.17%-892.2pp | 735.18%-739.2pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,054 | $6,036-82.5% | $5,298-80.1% | $4,779-77.9% |
| Participant deferral / active EE | $4,139 | $5,806-28.7% | $5,081-18.5% | $5,609-26.2% |
| Admin fee / account holder | $1,160 | $16,145-92.8% | $13,411-91.4% | $10,828-89.3% |