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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 | $226,376 | $183,592+23.3% | $155,574+45.5% | $145,877+55.2% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 13.03% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $235 | $5,317-95.6% | $4,676-95.0% | $4,663-95.0% |
| Participant deferral / active EE | $2,813 | $6,466-56.5% | $5,629-50.0% | $6,691-58.0% |
| Admin fee / account holder | $1,005 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |