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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 | $83,442 | $56,287+48.2% | $80,977+3.0% | $62,881+32.7% |
| Participation rate | 68.6% | 68.9%-0.4pp | 75.8%-7.2pp | 69.3%-0.7pp |
| Annual return | 4.72% | 22.13%-17.4pp | 17.11%-12.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $3,147 | $1,943+62.0% | $3,715-15.3% | $2,281+38.0% |
| Participant deferral / active EE | $7,126 | $4,196+69.9% | $5,696+25.1% | $3,203+122.5% |
| Admin fee / account holder | $28,893 | $3,742+672.2% | $5,517+423.7% | $4,296+572.6% |