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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 | $181,599 | $174,379+4.1% | $152,093+19.4% | $138,895+30.7% |
| Participation rate | 52.6% | 81.6%-29.0pp | 77.8%-25.1pp | 79.9%-27.3pp |
| Annual return | 12.18% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,394 | $6,159+3.8% | $5,451+17.3% | $6,3960% |
| Admin fee / account holder | $1,237 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |