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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 | $7,883 | $104,106-92.4% | $71,086-88.9% | $135,379-94.2% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -9.71% | 1256.30%-1266.0pp | 650.59%-660.3pp | 519.79%-529.5pp |
| Employer contribution / active EE | $171 | $1,485-88.5% | $1,088-84.3% | $4,779-96.4% |
| Participant deferral / active EE | $733 | $2,527-71.0% | $1,874-60.9% | $5,609-86.9% |
| Admin fee / account holder | $1,310 | $4,142-68.4% | $3,082-57.5% | $10,828-87.9% |