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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 | $18,736 | $56,197-66.7% | $67,652-72.3% | $59,633-68.6% |
| Participation rate | 55.6% | 71.5%-15.9pp | 75.7%-20.1pp | 68.7%-13.1pp |
| Annual return | -0.84% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,108 | $1,615-31.4% | $2,266-51.1% | $2,203-49.7% |
| Participant deferral / active EE | $1,543 | $2,844-45.7% | $3,560-56.7% | $3,192-51.7% |
| Admin fee / account holder | $1,196 | $3,958-69.8% | $4,821-75.2% | $4,297-72.2% |