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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 | $18,564 | $138,075-86.6% | $123,552-85.0% | $135,379-86.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.15% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,797 | $5,152-65.1% | $4,628-61.2% | $4,779-62.4% |
| Participant deferral / active EE | $3,848 | $6,800-43.4% | $6,426-40.1% | $5,609-31.4% |
| Admin fee / account holder | $3,674 | $10,917-66.3% | $9,285-60.4% | $10,828-66.1% |