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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 | $17,955 | $78,694-77.2% | $67,652-73.5% | $125,389-85.7% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -0.11% | 9.46%-9.6pp | 6625.40%-6625.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,997 | $3,044-34.4% | $2,266-11.9% | $4,866-59.0% |
| Participant deferral / active EE | $4,041 | $4,292-5.8% | $3,560+13.5% | $5,352-24.5% |
| Admin fee / account holder | $1,251 | $7,403-83.1% | $4,821-74.0% | $9,541-86.9% |