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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 | $101,539-62.4% | $147,041-74.1% | $74,400-48.7% |
| Participation rate | 61.9% | 75.5%-13.6pp | 82.2%-20.3pp | 67.2%-5.3pp |
| Annual return | 11.75% | 8740.84%-8729.1pp | 419.21%-407.5pp | 1367.51%-1355.8pp |
| Employer contribution / active EE | $2,326 | $3,811-39.0% | $4,935-52.9% | $2,624-11.4% |
| Participant deferral / active EE | $10,000 | $7,304+36.9% | $8,071+23.9% | $4,348+130.0% |
| Admin fee / account holder | $2,387 | $1,749+36.5% | $13,006-81.6% | $1,944+22.8% |