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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 | $16,968 | $160,059-89.4% | $140,019-87.9% | $135,379-87.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.68% | 911.44%-915.1pp | 651.15%-654.8pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,938 | $6,420-69.8% | $5,605-65.4% | $4,779-59.5% |
| Participant deferral / active EE | $5,551 | $7,641-27.4% | $6,927-19.9% | $5,609-1.0% |
| Admin fee / account holder | $975 | $13,328-92.7% | $10,705-90.9% | $10,828-91.0% |