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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 | $196,982 | $185,312+6.3% | $161,489+22.0% | $154,746+27.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.58% | 103.84%-84.3pp | 89.72%-70.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $482 | $4,769-89.9% | $4,268-88.7% | $4,379-89.0% |
| Participant deferral / active EE | $5,507 | $6,350-13.3% | $5,630-2.2% | $6,730-18.2% |
| Admin fee / account holder | $331 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |