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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 | $13,763 | $97,729-85.9% | $83,830-83.6% | $135,379-89.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -5.60% | 1287.52%-1293.1pp | 850.97%-856.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,256 | $4,222-70.3% | $3,631-65.4% | $4,779-73.7% |
| Participant deferral / active EE | $1,605 | $4,683-65.7% | $4,082-60.7% | $5,609-71.4% |
| Admin fee / account holder | $832 | $6,674-87.5% | $5,479-84.8% | $10,828-92.3% |