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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 | $217,987 | $96,388+126.2% | $80,627+170.4% | $139,466+56.3% |
| Participation rate | 18.2% | 73.6%-55.5pp | 67.0%-48.8pp | 80.3%-62.2pp |
| Annual return | 11.68% | 1352.08%-1340.4pp | 936.76%-925.1pp | 373.66%-362.0pp |
| Employer contribution / active EE | $189 | $3,260-94.2% | $2,723-93.1% | $4,754-96.0% |
| Participant deferral / active EE | $3,782 | $5,224-27.6% | $4,443-14.9% | $6,712-43.7% |
| Admin fee / account holder | $3,861 | $6,603-41.5% | $5,381-28.2% | $11,409-66.2% |