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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 | $14,784 | $78,694-81.2% | $67,652-78.1% | $125,389-88.2% |
| Participation rate | 68.4% | 78.8%-10.4pp | 75.7%-7.2pp | 83.2%-14.8pp |
| Annual return | -2.82% | 9.46%-12.3pp | 6625.40%-6628.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $6,578 | $3,044+116.1% | $2,266+190.4% | $4,866+35.2% |
| Participant deferral / active EE | $4,671 | $4,292+8.8% | $3,560+31.2% | $5,352-12.7% |
| Admin fee / account holder | $2,870 | $7,403-61.2% | $4,821-40.5% | $9,541-69.9% |