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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 | $17,819 | $91,525-80.5% | $130,026-86.3% | $75,181-76.3% |
| Participation rate | 39.5% | 71.4%-31.9pp | 78.5%-39.0pp | 67.2%-27.7pp |
| Annual return | 17.45% | -631.40%+648.9pp | -137.26%+154.7pp | 160.69%-143.2pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,170 | $4,342-50.0% | $5,821-62.7% | $4,126-47.4% |
| Admin fee / account holder | $2,368 | $6,778-65.1% | $10,608-77.7% | $5,650-58.1% |