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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 | $26,418 | $183,627-85.6% | $155,602-83.0% | $145,978-81.9% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | -63.06% | 61.32%-124.4pp | 64.81%-127.9pp | 550.52%-613.6pp |
| Employer contribution / active EE | $730 | $5,316-86.3% | $4,675-84.4% | $4,662-84.3% |
| Participant deferral / active EE | $2,913 | $6,466-54.9% | $5,629-48.2% | $6,690-56.5% |
| Admin fee / account holder | $18,191 | $19,327-5.9% | $15,923+14.2% | $13,400+35.8% |