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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 | $15,187 | $181,062-91.6% | $158,223-90.4% | $155,188-90.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 8.57% | 57.39%-48.8pp | 52.09%-43.5pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,635 | $4,565-64.2% | $4,109-60.2% | $4,248-61.5% |
| Participant deferral / active EE | $2,293 | $6,134-62.6% | $5,467-58.0% | $6,531-64.9% |
| Admin fee / account holder | $875 | $18,825-95.4% | $16,047-94.5% | $14,480-94.0% |