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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 | $126,775 | $49,976+153.7% | $66,674+90.1% | $82,637+53.4% |
| Participation rate | 16.0% | 63.1%-47.1pp | 73.7%-57.7pp | 68.1%-52.1pp |
| Annual return | 11.45% | 39.09%-27.6pp | 321.24%-309.8pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,880 | $2,847-33.9% | $4,084-54.0% | $4,126-54.4% |
| Admin fee / account holder | $2,456 | $4,594-46.5% | $5,098-51.8% | $7,339-66.5% |