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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 | $240,359 | $198,457+21.1% | $170,435+41.0% | $147,586+62.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 19.56% | 257.30%-237.7pp | 205.94%-186.4pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,301 | $6,183-79.0% | $5,432-76.0% | $4,876-73.3% |
| Participant deferral / active EE | $2,300 | $5,629-59.1% | $4,939-53.4% | $5,439-57.7% |
| Admin fee / account holder | $15,590 | $16,852-7.5% | $13,881+12.3% | $10,886+43.2% |