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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 | $45,460 | $61,787-26.4% | $97,197-53.2% | $80,925-43.8% |
| Participation rate | 40.4% | 63.5%-23.0pp | 72.7%-32.2pp | 67.7%-27.2pp |
| Annual return | 9.97% | -558.16%+568.1pp | 75.47%-65.5pp | 35.65%-25.7pp |
| Employer contribution / active EE | $270 | $1,836-85.3% | $2,723-90.1% | $2,756-90.2% |
| Participant deferral / active EE | $1,999 | $3,027-34.0% | $4,263-53.1% | $4,299-53.5% |
| Admin fee / account holder | $16,743 | $5,170+223.9% | $5,637+197.0% | $6,940+141.2% |