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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 | $16,111 | $42,383-62.0% | $76,518-78.9% | $64,173-74.9% |
| Participation rate | 51.4% | 58.1%-6.7pp | 68.0%-16.6pp | 69.6%-18.1pp |
| Annual return | -20.18% | -16.54%-3.6pp | -0.27%-19.9pp | 7.63%-27.8pp |
| Employer contribution / active EE | $1,027 | $1,563-34.3% | $2,647-61.2% | $2,381-56.9% |
| Participant deferral / active EE | $3,262 | $2,566+27.1% | $3,836-15.0% | $3,470-6.0% |
| Admin fee / account holder | $986 | $3,198-69.2% | $4,849-79.7% | $4,887-79.8% |