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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 | $14,449 | $54,355-73.4% | $82,744-82.5% | $68,486-78.9% |
| Participation rate | 59.6% | 63.9%-4.3pp | 72.6%-12.9pp | 67.9%-8.3pp |
| Annual return | -21.19% | -13.67%-7.5pp | 702.22%-723.4pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,145 | $2,219-48.4% | $3,008-62.0% | $2,597-55.9% |
| Participant deferral / active EE | $1,868 | $3,246-42.5% | $4,395-57.5% | $4,028-53.6% |
| Admin fee / account holder | $701 | $4,397-84.1% | $5,325-86.8% | $5,404-87.0% |