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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 | $112,672 | $160,028-29.6% | $147,080-23.4% | $145,884-22.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 22.90% | 98.60%-75.7pp | 420.17%-397.3pp | 551.85%-528.9pp |
| Employer contribution / active EE | $771 | $5,286-85.4% | $4,933-84.4% | $4,662-83.5% |
| Participant deferral / active EE | $9,730 | $8,422+15.5% | $8,066+20.6% | $6,690+45.4% |
| Admin fee / account holder | $1,025 | $15,030-93.2% | $12,989-92.1% | $13,392-92.3% |