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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 | $20,545 | $138,076-85.1% | $123,553-83.4% | $135,380-84.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.97% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $5,915 | $5,152+14.8% | $4,628+27.8% | $4,779+23.8% |
| Participant deferral / active EE | $6,593 | $6,800-3.0% | $6,426+2.6% | $5,609+17.5% |
| Admin fee / account holder | $11,818 | $10,917+8.3% | $9,284+27.3% | $10,828+9.1% |