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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 | $8,615 | $152,597-94.4% | $117,533-92.7% | $134,532-93.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -20.18% | 53.04%-73.2pp | 29.77%-50.0pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,393 | $5,576-75.0% | $4,179-66.7% | $4,741-70.6% |
| Participant deferral / active EE | $2,978 | $4,821-38.2% | $4,072-26.9% | $6,401-53.5% |
| Admin fee / account holder | $415 | $7,007-94.1% | $5,647-92.7% | $11,429-96.4% |