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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 | $5,140 | $82,674-93.8% | $125,381-95.9% | $68,486-92.5% |
| Participation rate | 61.5% | 75.1%-13.5pp | 82.4%-20.8pp | 67.9%-6.4pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,815 | $6,111-53.9% | $7,448-62.2% | $4,028-30.1% |
| Admin fee / account holder | $1,199 | $6,277-80.9% | $10,007-88.0% | $5,404-77.8% |