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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 | $240,477 | $162,785+47.7% | $133,959+79.5% | $158,950+51.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 44.34% | 41.94%+2.4pp | 45.09%-0.8pp | 302.91%-258.6pp |
| Employer contribution / active EE | $850 | $4,975-82.9% | $3,919-78.3% | $4,762-82.2% |
| Participant deferral / active EE | $7,563 | $5,910+28.0% | $5,047+49.8% | $5,983+26.4% |
| Admin fee / account holder | $2,265 | $11,738-80.7% | $8,928-74.6% | $11,248-79.9% |