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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 | $197,023 | $154,228+27.7% | $145,433+35.5% | $137,256+43.5% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $275 | $4,804-94.3% | $4,554-94.0% | $4,156-93.4% |
| Participant deferral / active EE | $2,487 | $8,216-69.7% | $7,897-68.5% | $6,407-61.2% |
| Admin fee / account holder | $542 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |