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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 | $68,665 | $79,223-13.3% | $102,460-33.0% | $74,478-7.8% |
| Participation rate | 47.1% | 74.8%-27.7pp | 76.5%-29.4pp | 67.2%-20.1pp |
| Annual return | 10.79% | 54.98%-44.2pp | 29.47%-18.7pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,464 | $2,363-38.0% | $3,025-51.6% | $2,626-44.2% |
| Participant deferral / active EE | $3,048 | $4,417-31.0% | $5,056-39.7% | $4,350-29.9% |
| Admin fee / account holder | $2,850 | $2,003+42.3% | $9,460-69.9% | $1,946+46.5% |