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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 | $16,665 | $95,979-82.6% | $74,551-77.6% | $135,380-87.7% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -2.89% | 56.97%-59.9pp | 32.53%-35.4pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,821 | $2,716+3.9% | $1,961+43.9% | $4,779-41.0% |
| Participant deferral / active EE | $4,501 | $3,844+17.1% | $3,108+44.8% | $5,609-19.8% |
| Admin fee / account holder | $869 | $6,522-86.7% | $5,059-82.8% | $10,828-92.0% |