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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 | $88,686 | $165,361-46.4% | $149,715-40.8% | $158,950-44.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.80% | 348.24%-325.4pp | 276.66%-253.9pp | 302.91%-280.1pp |
| Employer contribution / active EE | $771 | $5,103-84.9% | $4,645-83.4% | $4,762-83.8% |
| Participant deferral / active EE | $7,938 | $7,182+10.5% | $6,842+16.0% | $5,983+32.7% |
| Admin fee / account holder | $14,713 | $10,808+36.1% | $9,310+58.0% | $11,248+30.8% |