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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 | $17,786 | $91,525-80.6% | $130,026-86.3% | $75,181-76.3% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 27.77% | -631.40%+659.2pp | -137.26%+165.0pp | 160.69%-132.9pp |
| Employer contribution / active EE | $2,103 | $2,844-26.1% | $4,321-51.3% | $2,671-21.2% |
| Participant deferral / active EE | $4,411 | $4,342+1.6% | $5,821-24.2% | $4,126+6.9% |
| Admin fee / account holder | $568 | $6,778-91.6% | $10,608-94.6% | $5,650-89.9% |