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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 | $67,051 | $160,059-58.1% | $140,019-52.1% | $135,380-50.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.57% | 911.48%-921.1pp | 651.17%-660.7pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,505 | $6,420-76.6% | $5,605-73.2% | $4,779-68.5% |
| Participant deferral / active EE | $9,196 | $7,641+20.3% | $6,927+32.8% | $5,609+63.9% |
| Admin fee / account holder | $4,747 | $13,328-64.4% | $10,705-55.7% | $10,828-56.2% |