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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 | $9,917 | $45,152-78.0% | $73,836-86.6% | $59,633-83.4% |
| Participation rate | 39.0% | 64.0%-25.1pp | 73.4%-34.5pp | 68.7%-29.7pp |
| Annual return | -2.11% | 27.40%-29.5pp | 2268.06%-2270.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $438 | $1,901-76.9% | $2,787-84.3% | $2,203-80.1% |
| Participant deferral / active EE | $1,140 | $2,573-55.7% | $3,583-68.2% | $3,192-64.3% |
| Admin fee / account holder | $1,390 | $3,515-60.4% | $4,882-71.5% | $4,297-67.6% |