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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,307 | $48,313-22.8% | $73,309-49.1% | $52,331-28.7% |
| Participation rate | 34.8% | 68.6%-33.8pp | 74.9%-40.1pp | 68.1%-33.3pp |
| Annual return | -1.79% | 3.85%-5.6pp | 5.67%-7.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,562 | $4,189-15.0% | $4,991-28.6% | $3,022+17.9% |
| Admin fee / account holder | $1,102 | $404+172.9% | $5,635-80.4% | $592+86.4% |