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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 | $203,091 | $172,111+18.0% | $150,298+35.1% | $137,256+48.0% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 15.54% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $384 | $4,636-91.7% | $4,154-90.8% | $4,156-90.8% |
| Participant deferral / active EE | $2,226 | $6,166-63.9% | $5,453-59.2% | $6,407-65.3% |
| Admin fee / account holder | $2,789 | $16,471-83.1% | $14,116-80.2% | $12,270-77.3% |