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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 | $157,834 | $148,623+6.2% | $135,974+16.1% | $139,466+13.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 14.57% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $949 | $5,246-81.9% | $4,859-80.5% | $4,754-80.0% |
| Participant deferral / active EE | $9,686 | $8,103+19.5% | $7,760+24.8% | $6,712+44.3% |
| Admin fee / account holder | $6,743 | $12,406-45.6% | $10,767-37.4% | $11,409-40.9% |