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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 | $11,787 | $95,975-87.7% | $74,549-84.2% | $135,379-91.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -5.59% | 56.96%-62.6pp | 32.53%-38.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $768 | $2,716-71.7% | $1,961-60.8% | $4,779-83.9% |
| Participant deferral / active EE | $895 | $3,844-76.7% | $3,108-71.2% | $5,609-84.0% |
| Admin fee / account holder | $1,380 | $6,522-78.8% | $5,059-72.7% | $10,828-87.3% |