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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 | $38,140 | $101,672-62.5% | $147,117-74.1% | $74,478-48.8% |
| Participation rate | 61.9% | 75.5%-13.6pp | 82.2%-20.3pp | 67.2%-5.3pp |
| Annual return | 11.75% | 8757.83%-8746.1pp | 420.54%-408.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $2,326 | $3,813-39.0% | $4,932-52.8% | $2,626-11.4% |
| Participant deferral / active EE | $10,000 | $7,305+36.9% | $8,065+24.0% | $4,350+129.9% |
| Admin fee / account holder | $2,387 | $1,753+36.2% | $12,993-81.6% | $1,946+22.7% |