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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 | $197,470 | $117,895+67.5% | $102,460+92.7% | $145,897+35.3% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 19.64% | 31.92%-12.3pp | 29.47%-9.8pp | 552.29%-532.7pp |
| Employer contribution / active EE | $379 | $3,619-89.5% | $3,025-87.5% | $4,663-91.9% |
| Participant deferral / active EE | $2,155 | $5,736-62.4% | $5,056-57.4% | $6,689-67.8% |
| Admin fee / account holder | $2,976 | $13,353-77.7% | $9,460-68.5% | $13,390-77.8% |