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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 | $224,093 | $201,259+11.3% | $184,200+21.7% | $145,959+53.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.66% | 28.98%-17.3pp | 28.80%-17.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,800 | $9,806-0.1% | $9,132+7.3% | $6,689+46.5% |
| Admin fee / account holder | $63,345 | $16,372+286.9% | $13,907+355.5% | $13,398+372.8% |