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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 | $15,130 | $95,975-84.2% | $74,549-79.7% | $135,379-88.8% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | -2.31% | 56.96%-59.3pp | 32.53%-34.8pp | 519.79%-522.1pp |
| Employer contribution / active EE | $719 | $2,716-73.5% | $1,961-63.3% | $4,779-84.9% |
| Participant deferral / active EE | $1,726 | $3,844-55.1% | $3,108-44.5% | $5,609-69.2% |
| Admin fee / account holder | $639 | $6,522-90.2% | $5,059-87.4% | $10,828-94.1% |