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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 | $137,147 | $111,535+23.0% | $105,223+30.3% | $137,256-0.1% |
| Participation rate | 15.4% | 78.1%-62.7pp | 75.0%-59.7pp | 80.0%-64.6pp |
| Annual return | 15.49% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $794 | $3,939-79.8% | $3,689-78.5% | $4,156-80.9% |
| Participant deferral / active EE | $3,183 | $5,500-42.1% | $5,072-37.2% | $6,407-50.3% |
| Admin fee / account holder | $2,763 | $9,721-71.6% | $8,859-68.8% | $12,270-77.5% |