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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 | $8,919 | $168,635-94.7% | $147,617-94.0% | $125,389-92.9% |
| Participation rate | 42.1% | 88.8%-46.7pp | 84.6%-42.5pp | 83.2%-41.1pp |
| Annual return | -3.70% | 77.65%-81.3pp | 61.98%-65.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,248 | $5,507-59.2% | $4,895-54.1% | $5,352-58.0% |
| Admin fee / account holder | $1,990 | $13,580-85.3% | $11,612-82.9% | $9,541-79.1% |