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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,278 | $110,286+37.2% | $96,569+56.7% | $139,427+8.5% |
| Participation rate | 47.1% | 78.1%-31.0pp | 76.0%-28.9pp | 80.3%-33.3pp |
| Annual return | 6.69% | 26.39%-19.7pp | 25.87%-19.2pp | 373.27%-366.6pp |
| Employer contribution / active EE | $302 | $3,619-91.6% | $2,965-89.8% | $4,752-93.6% |
| Participant deferral / active EE | $2,039 | $5,546-63.2% | $4,851-58.0% | $6,711-69.6% |
| Admin fee / account holder | $38,216 | $11,592+229.7% | $8,251+363.1% | $11,404+235.1% |