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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 | $15,510 | $162,821-90.5% | $133,978-88.4% | $158,982-90.2% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,367 | $4,976-72.5% | $3,919-65.1% | $4,763-71.3% |
| Participant deferral / active EE | $2,199 | $5,910-62.8% | $5,047-56.4% | $5,983-63.2% |
| Admin fee / account holder | $9,106 | $11,742-22.4% | $8,930+2.0% | $11,252-19.1% |