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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 | $17,803 | $167,352-89.4% | $143,788-87.6% | $134,509-86.8% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -18.54% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,920 | $5,620-65.8% | $4,952-61.2% | $4,741-59.5% |
| Participant deferral / active EE | $4,216 | $6,447-34.6% | $5,638-25.2% | $6,400-34.1% |
| Admin fee / account holder | $477 | $18,091-97.4% | $14,675-96.7% | $11,427-95.8% |