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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 | $18,646 | $197,819-90.6% | $155,789-88.0% | $125,389-85.1% |
| Participation rate | 58.3% | 82.1%-23.8pp | 76.1%-17.8pp | 83.2%-24.9pp |
| Annual return | -2.10% | 86.73%-88.8pp | 71.54%-73.6pp | 282.24%-284.3pp |
| Employer contribution / active EE | $623 | $4,850-87.1% | $3,839-83.8% | $4,866-87.2% |
| Participant deferral / active EE | $1,247 | $5,631-77.9% | $4,798-74.0% | $5,352-76.7% |
| Admin fee / account holder | $836 | $9,544-91.2% | $7,477-88.8% | $9,541-91.2% |