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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 | $14,637 | $82,674-82.3% | $125,363-88.3% | $68,495-78.6% |
| Participation rate | 47.5% | 75.0%-27.5pp | 82.4%-34.8pp | 67.9%-20.4pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.15%-588.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,223 | $6,111-47.3% | $7,447-56.7% | $4,028-20.0% |
| Admin fee / account holder | $2,145 | $6,276-65.8% | $10,005-78.6% | $5,403-60.3% |