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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 | $237,445 | $183,592+29.3% | $155,574+52.6% | $145,877+62.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.27% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $984 | $5,317-81.5% | $4,676-79.0% | $4,663-78.9% |
| Participant deferral / active EE | $4,808 | $6,466-25.6% | $5,629-14.6% | $6,691-28.1% |
| Admin fee / account holder | $13,857 | $19,316-28.3% | $15,914-12.9% | $13,402+3.4% |