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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 | $169,462 | $185,905-8.8% | $170,057-0.3% | $139,487+21.5% |
| Participation rate | 68.2% | 87.8%-19.6pp | 87.0%-18.8pp | 80.3%-12.2pp |
| Annual return | 15.26% | 60.56%-45.3pp | 53.42%-38.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,042 | $11,627+3.6% | $10,411+15.7% | $6,713+79.4% |
| Admin fee / account holder | $17,405 | $15,397+13.0% | $12,826+35.7% | $11,407+52.6% |