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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 | $25,450 | $22,602+12.6% | $65,583-61.2% | $75,177-66.1% |
| Participation rate | 60.9% | 63.1%-2.2pp | 65.0%-4.1pp | 67.2%-6.3pp |
| Annual return | 12.31% | 71.13%-58.8pp | 47.46%-35.2pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,967 | $941+109.0% | $1,692+16.2% | $2,671-26.4% |
| Participant deferral / active EE | $3,695 | $1,695+118.0% | $2,833+30.5% | $4,126-10.4% |
| Admin fee / account holder | $7,729 | $1,877+311.7% | $4,112+88.0% | $5,651+36.8% |