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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 | $222,259 | $117,846+88.6% | $102,434+117.0% | $145,884+52.4% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 20.71% | 31.90%-11.2pp | 29.46%-8.7pp | 551.85%-531.1pp |
| Employer contribution / active EE | $833 | $3,615-76.9% | $3,023-72.4% | $4,662-82.1% |
| Participant deferral / active EE | $4,384 | $5,733-23.5% | $5,055-13.3% | $6,690-34.5% |
| Admin fee / account holder | $16,265 | $13,356+21.8% | $9,462+71.9% | $13,392+21.5% |