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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 | $13,578 | $95,975-85.9% | $74,552-81.8% | $135,382-90.0% |
| Participation rate | 29.2% | 75.7%-46.5pp | 69.1%-40.0pp | 82.6%-53.5pp |
| Annual return | -6.92% | 56.96%-63.9pp | 32.53%-39.4pp | 519.77%-526.7pp |
| Employer contribution / active EE | $677 | $2,716-75.1% | $1,961-65.5% | $4,779-85.8% |
| Participant deferral / active EE | $1,442 | $3,844-62.5% | $3,108-53.6% | $5,609-74.3% |
| Admin fee / account holder | $2,393 | $6,522-63.3% | $5,060-52.7% | $10,829-77.9% |