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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 | $15,582 | $91,536-83.0% | $130,062-88.0% | $75,177-79.3% |
| Participation rate | 54.2% | 71.5%-17.2pp | 78.5%-24.3pp | 67.2%-13.0pp |
| Annual return | 23.25% | -631.62%+654.9pp | -137.37%+160.6pp | 160.75%-137.5pp |
| Employer contribution / active EE | $1,492 | $2,845-47.6% | $4,322-65.5% | $2,671-44.1% |
| Participant deferral / active EE | $2,456 | $4,343-43.5% | $5,821-57.8% | $4,126-40.5% |
| Admin fee / account holder | $720 | $6,780-89.4% | $10,601-93.2% | $5,651-87.3% |