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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 | $18,240 | $168,635-89.2% | $147,617-87.6% | $125,389-85.5% |
| Participation rate | 52.6% | 88.8%-36.1pp | 84.6%-32.0pp | 83.2%-30.6pp |
| Annual return | -0.95% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,451 | $6,252-76.8% | $5,564-73.9% | $4,866-70.2% |
| Participant deferral / active EE | $2,995 | $5,507-45.6% | $4,895-38.8% | $5,352-44.0% |
| Admin fee / account holder | $6,094 | $13,580-55.1% | $11,612-47.5% | $9,541-36.1% |