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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 | $20,738 | $135,645-84.7% | $110,243-81.2% | $135,380-84.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -5.22% | 513.24%-518.5pp | 314.76%-320.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,917 | $4,907-60.9% | $3,827-49.9% | $4,779-59.9% |
| Participant deferral / active EE | $2,396 | $5,507-56.5% | $4,672-48.7% | $5,609-57.3% |
| Admin fee / account holder | $1,375 | $11,458-88.0% | $8,548-83.9% | $10,828-87.3% |