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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 | $14,470 | $167,362-91.4% | $143,799-89.9% | $134,532-89.2% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -20.04% | 0.47%-20.5pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,628 | $5,620-71.0% | $4,952-67.1% | $4,741-65.7% |
| Participant deferral / active EE | $2,458 | $6,447-61.9% | $5,638-56.4% | $6,401-61.6% |
| Admin fee / account holder | $787 | $18,094-95.7% | $14,677-94.6% | $11,429-93.1% |