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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 | $176,190 | $115,814+52.1% | $101,275+74.0% | $158,982+10.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 11.12% | 56.16%-45.0pp | 46.48%-35.4pp | 302.99%-291.9pp |
| Employer contribution / active EE | $470 | $4,176-88.7% | $3,660-87.2% | $4,763-90.1% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,371+98.3% | $5,983+44.8% |
| Admin fee / account holder | $1,578 | $7,249-78.2% | $5,948-73.5% | $11,252-86.0% |