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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 | $196,938 | $154,228+27.7% | $145,433+35.4% | $137,256+43.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.32% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $116 | $4,804-97.6% | $4,554-97.5% | $4,156-97.2% |
| Participant deferral / active EE | $2,900 | $8,216-64.7% | $7,897-63.3% | $6,407-54.7% |
| Admin fee / account holder | $4,127 | $14,344-71.2% | $13,129-68.6% | $12,270-66.4% |