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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 | $16,914 | $167,353-89.9% | $143,797-88.2% | $134,545-87.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -8.92% | 0.48%-9.4pp | -0.04%-8.9pp | 418.37%-427.3pp |
| Employer contribution / active EE | $1,669 | $5,620-70.3% | $4,952-66.3% | $4,742-64.8% |
| Participant deferral / active EE | $8,500 | $6,447+31.8% | $5,638+50.8% | $6,401+32.8% |
| Admin fee / account holder | $518,008 | $18,096+2762.6% | $14,679+3428.9% | $11,431+4431.7% |