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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 | $72,098 | $103,957-30.6% | $69,182+4.2% | $273,968-73.7% |
| Participation rate | 0.0% | 67.4%-67.4pp | 55.1%-55.1pp | 83.0%-83.0pp |
| Annual return | -2.15% | 35.28%-37.4pp | -21.94%+19.8pp | 41.45%-43.6pp |
| Employer contribution / active EE | $1,010 | $1,781-43.3% | $1,205-16.2% | $4,869-79.3% |
| Participant deferral / active EE | $12,249 | $2,716+351.1% | $1,896+545.9% | $5,287+131.7% |
| Admin fee / account holder | $570 | $3,671-84.5% | $2,697-78.9% | $10,132-94.4% |