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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 | $115,672 | $85,766+34.9% | $136,298-15.1% | $70,126+64.9% |
| Participation rate | 65.5% | 74.2%-8.6pp | 81.9%-16.4pp | 69.5%-4.0pp |
| Annual return | 9.37% | 31.46%-22.1pp | 5156.27%-5146.9pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $13,384 | $5,051+165.0% | $6,247+114.2% | $3,332+301.7% |
| Admin fee / account holder | $11,113 | $5,421+105.0% | $9,244+20.2% | $4,645+139.2% |