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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 | $9,560 | $91,537-89.6% | $130,045-92.6% | $75,173-87.3% |
| Participation rate | 60.0% | 71.5%-11.5pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 18.66% | -631.55%+650.2pp | -137.30%+156.0pp | 160.72%-142.1pp |
| Employer contribution / active EE | $786 | $2,845-72.4% | $4,321-81.8% | $2,671-70.6% |
| Participant deferral / active EE | $1,947 | $4,343-55.2% | $5,820-66.5% | $4,126-52.8% |
| Admin fee / account holder | $392 | $6,780-94.2% | $10,600-96.3% | $5,651-93.1% |