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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 | $222,431 | $93,598+137.6% | $135,974+63.6% | $75,173+195.9% |
| Participation rate | 23.3% | 75.2%-51.9pp | 81.9%-58.7pp | 67.2%-43.9pp |
| Annual return | 15.71% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,622 | $6,405-27.8% | $7,760-40.4% | $4,126+12.0% |
| Admin fee / account holder | $32,240 | $6,978+362.0% | $10,767+199.4% | $5,651+470.6% |