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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 | $25,029 | $82,674-69.7% | $125,381-80.0% | $68,486-63.5% |
| Participation rate | 58.8% | 75.1%-16.2pp | 82.4%-23.6pp | 67.9%-9.1pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,313 | $3,382-31.6% | $4,815-52.0% | $2,597-10.9% |
| Participant deferral / active EE | $4,602 | $6,111-24.7% | $7,448-38.2% | $4,028+14.3% |
| Admin fee / account holder | $754 | $6,277-88.0% | $10,007-92.5% | $5,404-86.0% |