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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 | $11,301 | $75,832-85.1% | $147,617-92.3% | $59,633-81.0% |
| Participation rate | 44.4% | 71.6%-27.1pp | 84.6%-40.2pp | 68.7%-24.2pp |
| Annual return | -2.29% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $692 | $3,485-80.1% | $5,564-87.6% | $2,203-68.6% |
| Participant deferral / active EE | $1,180 | $3,131-62.3% | $4,895-75.9% | $3,192-63.0% |
| Admin fee / account holder | $444 | $5,986-92.6% | $11,612-96.2% | $4,297-89.7% |