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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 | $13,378 | $138,075-90.3% | $123,552-89.2% | $135,379-90.1% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -5.63% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,149 | $5,152-77.7% | $4,628-75.2% | $4,779-76.0% |
| Participant deferral / active EE | $2,292 | $6,800-66.3% | $6,426-64.3% | $5,609-59.1% |
| Admin fee / account holder | $5,394 | $10,917-50.6% | $9,285-41.9% | $10,828-50.2% |