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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,097 | $167,362-89.8% | $143,799-88.1% | $134,532-87.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -18.18% | 0.47%-18.7pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,999 | $5,620-64.4% | $4,952-59.6% | $4,741-57.8% |
| Participant deferral / active EE | $2,876 | $6,447-55.4% | $5,638-49.0% | $6,401-55.1% |
| Admin fee / account holder | $2,418 | $18,094-86.6% | $14,677-83.5% | $11,429-78.8% |