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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 | $54,511 | $125,193-56.5% | $105,591-48.4% | $145,978-62.7% |
| Participation rate | 41.7% | 77.6%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 2.32% | 225.53%-223.2pp | 116.43%-114.1pp | 550.52%-548.2pp |
| Employer contribution / active EE | $737 | $3,718-80.2% | $3,166-76.7% | $4,662-84.2% |
| Participant deferral / active EE | $1,935 | $5,708-66.1% | $5,008-61.4% | $6,690-71.1% |
| Admin fee / account holder | $2,576 | $17,277-85.1% | $11,024-76.6% | $13,400-80.8% |