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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 | $201,331 | $159,934+25.9% | $147,005+37.0% | $145,959+37.9% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 12.60% | 98.24%-85.6pp | 418.76%-406.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $428 | $5,287-91.9% | $4,934-91.3% | $4,661-90.8% |
| Participant deferral / active EE | $2,912 | $8,427-65.4% | $8,070-63.9% | $6,689-56.5% |
| Admin fee / account holder | $2,035 | $15,053-86.5% | $13,006-84.4% | $13,398-84.8% |