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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 | $20,409 | $56,197-63.7% | $67,652-69.8% | $59,633-65.8% |
| Participation rate | 55.6% | 71.5%-15.9pp | 75.7%-20.1pp | 68.7%-13.1pp |
| Annual return | -1.43% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $955 | $1,615-40.8% | $2,266-57.8% | $2,203-56.6% |
| Participant deferral / active EE | $1,612 | $2,844-43.3% | $3,560-54.7% | $3,192-49.5% |
| Admin fee / account holder | $1,045 | $3,958-73.6% | $4,821-78.3% | $4,297-75.7% |