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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 | $20,701 | $180,459-88.5% | $154,108-86.6% | $135,380-84.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.64% | 888.21%-894.9pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,593 | $6,035-73.6% | $5,298-69.9% | $4,779-66.7% |
| Participant deferral / active EE | $2,523 | $5,806-56.6% | $5,081-50.3% | $5,609-55.0% |
| Admin fee / account holder | $1,121 | $16,145-93.1% | $13,411-91.6% | $10,828-89.6% |