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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 | $22,997 | $91,525-74.9% | $130,026-82.3% | $75,181-69.4% |
| Participation rate | 32.1% | 71.4%-39.4pp | 78.5%-46.4pp | 67.2%-35.1pp |
| Annual return | 23.97% | -631.40%+655.4pp | -137.26%+161.2pp | 160.69%-136.7pp |
| Employer contribution / active EE | $743 | $2,844-73.9% | $4,321-82.8% | $2,671-72.2% |
| Participant deferral / active EE | $1,916 | $4,342-55.9% | $5,821-67.1% | $4,126-53.6% |
| Admin fee / account holder | $1,512 | $6,778-77.7% | $10,608-85.7% | $5,650-73.2% |