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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 | $12,039 | $63,346-81.0% | $92,240-86.9% | $70,126-82.8% |
| Participation rate | 49.0% | 68.7%-19.7pp | 76.5%-27.5pp | 69.5%-20.6pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,163 | $2,471-52.9% | $3,680-68.4% | $2,343-50.3% |
| Participant deferral / active EE | $3,225 | $2,854+13.0% | $3,897-17.2% | $3,332-3.2% |
| Admin fee / account holder | $2,245 | $3,841-41.5% | $5,194-56.8% | $4,645-51.7% |