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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 | $154,349 | $129,737+19.0% | $119,126+29.6% | $154,746-0.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.19% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $522 | $4,375-88.1% | $4,034-87.1% | $4,379-88.1% |
| Participant deferral / active EE | $4,000 | $5,842-31.5% | $5,318-24.8% | $6,730-40.6% |
| Admin fee / account holder | $1,755 | $11,961-85.3% | $10,693-83.6% | $14,365-87.8% |