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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 | $233,165 | $172,111+35.5% | $150,298+55.1% | $137,256+69.9% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 15.85% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $833 | $4,636-82.0% | $4,154-80.0% | $4,156-80.0% |
| Participant deferral / active EE | $7,333 | $6,166+18.9% | $5,453+34.5% | $6,407+14.5% |
| Admin fee / account holder | $2,502 | $16,471-84.8% | $14,116-82.3% | $12,270-79.6% |