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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 | $24,962 | $180,466-86.2% | $154,114-83.8% | $135,382-81.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.47% | 888.15%-893.6pp | 735.16%-740.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,421 | $6,035-76.5% | $5,298-73.2% | $4,779-70.3% |
| Participant deferral / active EE | $2,419 | $5,806-58.3% | $5,081-52.4% | $5,609-56.9% |
| Admin fee / account holder | $1,514 | $16,144-90.6% | $13,411-88.7% | $10,829-86.0% |