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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 | $24,501 | $168,635-85.5% | $147,617-83.4% | $125,389-80.5% |
| Participation rate | 56.3% | 88.8%-32.5pp | 84.6%-28.4pp | 83.2%-26.9pp |
| Annual return | -0.04% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,366 | $6,252-78.1% | $5,564-75.4% | $4,866-71.9% |
| Participant deferral / active EE | $2,648 | $5,507-51.9% | $4,895-45.9% | $5,352-50.5% |
| Admin fee / account holder | $4,087 | $13,580-69.9% | $11,612-64.8% | $9,541-57.2% |