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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 | $4,398 | $90,320-95.1% | $59,496-92.6% | $125,389-96.5% |
| Participation rate | 18.2% | 68.3%-50.1pp | 54.6%-36.4pp | 83.2%-65.0pp |
| Annual return | -3.30% | 369.13%-372.4pp | 182.05%-185.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $251 | $1,792-86.0% | $1,153-78.2% | $4,866-94.8% |
| Participant deferral / active EE | $621 | $2,716-77.1% | $1,829-66.1% | $5,352-88.4% |
| Admin fee / account holder | $479 | $3,063-84.4% | $2,232-78.5% | $9,541-95.0% |