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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 | $37,271 | $30,437+22.5% | $56,033-33.5% | $74,459-49.9% |
| Participation rate | 12.7% | 32.9%-20.2pp | 52.5%-39.8pp | 67.2%-54.6pp |
| Annual return | 10.39% | 24.96%-14.6pp | 1711.38%-1701.0pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $333 | $610-45.3% | $1,041-68.0% | $2,626-87.3% |
| Participant deferral / active EE | $702 | $1,176-40.3% | $1,954-64.1% | $4,350-83.9% |
| Admin fee / account holder | $813 | $2,363-65.6% | $2,827-71.2% | $1,945-58.2% |