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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 | $19,649 | $168,635-88.3% | $147,617-86.7% | $125,389-84.3% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.14% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,762 | $6,252-71.8% | $5,564-68.3% | $4,866-63.8% |
| Participant deferral / active EE | $3,197 | $5,507-41.9% | $4,895-34.7% | $5,352-40.3% |
| Admin fee / account holder | $846 | $13,580-93.8% | $11,612-92.7% | $9,541-91.1% |