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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 | $179,522 | $160,040+12.2% | $147,096+22.0% | $145,877+23.1% |
| Participation rate | 5.9% | 84.0%-78.1pp | 82.2%-76.3pp | 80.3%-74.4pp |
| Annual return | 19.20% | 98.49%-79.3pp | 419.75%-400.5pp | 551.28%-532.1pp |
| Employer contribution / active EE | $706 | $5,289-86.7% | $4,936-85.7% | $4,663-84.9% |
| Participant deferral / active EE | $3,559 | $8,429-57.8% | $8,071-55.9% | $6,691-46.8% |
| Admin fee / account holder | $9,024 | $15,050-40.0% | $13,005-30.6% | $13,402-32.7% |