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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 | $175,952 | $134,817+30.5% | $123,973+41.9% | $155,188+13.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 15.80% | 515.49%-499.7pp | 388.13%-372.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $288 | $4,425-93.5% | $4,126-93.0% | $4,248-93.2% |
| Participant deferral / active EE | $3,432 | $5,706-39.9% | $5,247-34.6% | $6,531-47.5% |
| Admin fee / account holder | $2,649 | $13,245-80.0% | $11,799-77.5% | $14,480-81.7% |