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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 | $39,348 | $160,070-75.4% | $147,117-73.3% | $145,897-73.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 9.43% | 98.69%-89.3pp | 420.54%-411.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $178 | $5,285-96.6% | $4,932-96.4% | $4,663-96.2% |
| Participant deferral / active EE | $3,912 | $8,419-53.5% | $8,065-51.5% | $6,689-41.5% |
| Admin fee / account holder | $993 | $15,035-93.4% | $12,993-92.4% | $13,390-92.6% |