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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 | $93,531 | $211,239-55.7% | $178,528-47.6% | $145,877-35.9% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 4.90% | 30.22%-25.3pp | 27.11%-22.2pp | 551.28%-546.4pp |
| Employer contribution / active EE | $43 | $4,570-99.1% | $3,950-98.9% | $4,663-99.1% |
| Participant deferral / active EE | $3,735 | $6,963-46.4% | $6,278-40.5% | $6,691-44.2% |
| Admin fee / account holder | $5,277 | $12,095-56.4% | $10,419-49.4% | $13,402-60.6% |