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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 | $144,154 | $29,736+384.8% | $56,033+157.3% | $80,935+78.1% |
| Participation rate | 9.3% | 41.7%-32.4pp | 52.5%-43.2pp | 67.7%-58.4pp |
| Annual return | 4.65% | 35.28%-30.6pp | 1711.38%-1706.7pp | 35.66%-31.0pp |
| Employer contribution / active EE | $63 | $671-90.6% | $1,041-93.9% | $2,757-97.7% |
| Participant deferral / active EE | $757 | $1,228-38.4% | $1,954-61.3% | $4,299-82.4% |
| Admin fee / account holder | $4,567 | $2,434+87.7% | $2,827+61.5% | $6,924-34.0% |