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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 | $13,648 | $138,075-90.1% | $123,552-89.0% | $135,379-89.9% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -5.86% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,530 | $5,152-70.3% | $4,628-66.9% | $4,779-68.0% |
| Participant deferral / active EE | $2,674 | $6,800-60.7% | $6,426-58.4% | $5,609-52.3% |
| Admin fee / account holder | $1,065 | $10,917-90.2% | $9,285-88.5% | $10,828-90.2% |