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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 | $8,766 | $39,798-78.0% | $67,704-87.1% | $59,633-85.3% |
| Participation rate | 51.5% | 57.4%-5.8pp | 67.5%-16.0pp | 68.7%-17.2pp |
| Annual return | -1.59% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $455 | $1,393-67.4% | $2,559-82.2% | $2,203-79.4% |
| Participant deferral / active EE | $1,205 | $2,335-48.4% | $3,585-66.4% | $3,192-62.2% |
| Admin fee / account holder | $1,274 | $3,212-60.3% | $4,255-70.1% | $4,297-70.4% |