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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 | $23,479 | $50,947-53.9% | $74,549-68.5% | $64,173-63.4% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -9.56% | -1.85%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $938 | $1,115-15.9% | $1,961-52.2% | $2,381-60.6% |
| Participant deferral / active EE | $2,313 | $2,302+0.5% | $3,108-25.6% | $3,470-33.3% |
| Admin fee / account holder | $823 | $4,221-80.5% | $5,059-83.7% | $4,887-83.2% |