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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 | $26,189 | $180,462-85.5% | $154,111-83.0% | $135,379-80.7% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -6.90% | 888.17%-895.1pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $3,034 | $6,036-49.7% | $5,298-42.7% | $4,779-36.5% |
| Participant deferral / active EE | $4,643 | $5,806-20.0% | $5,081-8.6% | $5,609-17.2% |
| Admin fee / account holder | $2,319 | $16,145-85.6% | $13,411-82.7% | $10,828-78.6% |