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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 | $3,033 | $95,975-96.8% | $74,549-95.9% | $135,379-97.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -8.96% | 56.96%-65.9pp | 32.53%-41.5pp | 519.79%-528.7pp |
| Employer contribution / active EE | $498 | $2,716-81.7% | $1,961-74.6% | $4,779-89.6% |
| Participant deferral / active EE | $1,058 | $3,844-72.5% | $3,108-66.0% | $5,609-81.1% |
| Admin fee / account holder | $1,685 | $6,522-74.2% | $5,059-66.7% | $10,828-84.4% |