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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 | $151,978 | $175,231-13.3% | $149,696+1.5% | $139,466+9.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.53% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $680 | $5,478-87.6% | $4,821-85.9% | $4,754-85.7% |
| Participant deferral / active EE | $3,750 | $6,521-42.5% | $5,682-34.0% | $6,712-44.1% |
| Admin fee / account holder | $814 | $16,155-95.0% | $13,212-93.8% | $11,409-92.9% |