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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 | $10,524 | $95,975-89.0% | $74,552-85.9% | $135,382-92.2% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -6.83% | 56.96%-63.8pp | 32.53%-39.4pp | 519.77%-526.6pp |
| Employer contribution / active EE | $983 | $2,716-63.8% | $1,961-49.9% | $4,779-79.4% |
| Participant deferral / active EE | $1,070 | $3,844-72.2% | $3,108-65.6% | $5,609-80.9% |
| Admin fee / account holder | $3,846 | $6,522-41.0% | $5,060-24.0% | $10,829-64.5% |