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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 | $225,469 | $165,584+36.2% | $142,942+57.7% | $137,256+64.3% |
| Participation rate | 66.7% | 80.1%-13.4pp | 76.8%-10.2pp | 80.0%-13.3pp |
| Annual return | 16.36% | 164.22%-147.9pp | 113.70%-97.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,302 | $8,194+1.3% | $7,128+16.5% | $6,407+29.6% |
| Admin fee / account holder | $2,452 | $16,167-84.8% | $12,475-80.3% | $12,270-80.0% |