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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 | $249,549 | $165,381+50.9% | $149,730+66.7% | $158,966+57.0% |
| Participation rate | 22.2% | 84.6%-62.4pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 23.07% | 348.29%-325.2pp | 276.70%-253.6pp | 302.95%-279.9pp |
| Employer contribution / active EE | $575 | $5,104-88.7% | $4,645-87.6% | $4,762-87.9% |
| Participant deferral / active EE | $2,962 | $7,182-58.8% | $6,843-56.7% | $5,983-50.5% |
| Admin fee / account holder | $1,014 | $10,809-90.6% | $9,310-89.1% | $11,250-91.0% |