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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 | $18,287 | $82,674-77.9% | $125,381-85.4% | $68,486-73.3% |
| Participation rate | 22.1% | 75.1%-53.0pp | 82.4%-60.3pp | 67.9%-45.8pp |
| Annual return | -13.14% | -5.97%-7.2pp | 572.31%-585.4pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,883 | $6,111-52.8% | $7,448-61.3% | $4,028-28.4% |
| Admin fee / account holder | $1,609 | $6,277-74.4% | $10,007-83.9% | $5,404-70.2% |