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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 | $11,902 | $97,761-87.8% | $83,850-85.8% | $135,382-91.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -3.95% | 1287.44%-1291.4pp | 850.92%-854.9pp | 519.77%-523.7pp |
| Employer contribution / active EE | $818 | $4,222-80.6% | $3,631-77.5% | $4,779-82.9% |
| Participant deferral / active EE | $1,952 | $4,682-58.3% | $4,082-52.2% | $5,609-65.2% |
| Admin fee / account holder | $698 | $6,674-89.5% | $5,478-87.3% | $10,829-93.6% |