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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 | $233,592 | $181,062+29.0% | $158,223+47.6% | $155,188+50.5% |
| Participation rate | 27.3% | 82.7%-55.4pp | 79.2%-51.9pp | 80.8%-53.5pp |
| Annual return | 14.02% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $741 | $4,565-83.8% | $4,109-82.0% | $4,248-82.6% |
| Participant deferral / active EE | $2,591 | $6,134-57.8% | $5,467-52.6% | $6,531-60.3% |
| Admin fee / account holder | $1,002 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |