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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 | $137,417 | $51,638+166.1% | $129,406+6.2% | $80,959+69.7% |
| Participation rate | 67.9% | 56.9%+10.9pp | 69.6%-1.8pp | 67.7%+0.2pp |
| Annual return | 10.63% | 20.78%-10.2pp | 9468.18%-9457.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,148 | $2,670+17.9% | $4,167-24.5% | $4,300-26.8% |
| Admin fee / account holder | $3,129 | $4,313-27.5% | $7,689-59.3% | $6,925-54.8% |