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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 | $75,033 | $165,361-54.6% | $149,715-49.9% | $158,950-52.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.35% | 348.24%-341.9pp | 276.66%-270.3pp | 302.91%-296.6pp |
| Employer contribution / active EE | $748 | $5,103-85.3% | $4,645-83.9% | $4,762-84.3% |
| Participant deferral / active EE | $2,925 | $7,182-59.3% | $6,842-57.2% | $5,983-51.1% |
| Admin fee / account holder | $7,385 | $10,808-31.7% | $9,310-20.7% | $11,248-34.3% |