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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 | $123,003 | $111,785+10.0% | $93,669+31.3% | $145,877-15.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.52% | 203.79%-189.3pp | 133.59%-119.1pp | 551.28%-536.8pp |
| Employer contribution / active EE | $549 | $3,096-82.3% | $2,424-77.3% | $4,663-88.2% |
| Participant deferral / active EE | $10,167 | $4,919+106.7% | $4,416+130.2% | $6,691+52.0% |
| Admin fee / account holder | $6,280 | $10,256-38.8% | $8,291-24.3% | $13,402-53.1% |