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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 | $26,914 | $50,947-47.2% | $74,551-63.9% | $64,173-58.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -9.64% | -1.85%-7.8pp | 32.53%-42.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $302 | $1,115-73.0% | $1,961-84.6% | $2,381-87.3% |
| Participant deferral / active EE | $2,711 | $2,302+17.8% | $3,108-12.8% | $3,470-21.9% |
| Admin fee / account holder | $905 | $4,221-78.6% | $5,059-82.1% | $4,887-81.5% |