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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 | $155,939 | $79,209+96.9% | $102,434+52.2% | $74,459+109.4% |
| Participation rate | 67.3% | 74.8%-7.5pp | 76.5%-9.3pp | 67.2%0pp |
| Annual return | 11.96% | 54.98%-43.0pp | 29.46%-17.5pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $446 | $2,362-81.1% | $3,023-85.3% | $2,626-83.0% |
| Participant deferral / active EE | $4,831 | $4,417+9.4% | $5,055-4.4% | $4,350+11.1% |
| Admin fee / account holder | $3,340 | $2,002+66.8% | $9,462-64.7% | $1,945+71.7% |