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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 | $15,157 | $167,522-91.0% | $151,639-90.0% | $134,532-88.7% |
| Participation rate | 52.6% | 88.4%-35.7pp | 87.5%-34.9pp | 81.2%-28.6pp |
| Annual return | -18.76% | 7.81%-26.6pp | 3.34%-22.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,722 | $6,828-74.8% | $6,165-72.1% | $4,741-63.7% |
| Participant deferral / active EE | $3,880 | $8,986-56.8% | $8,363-53.6% | $6,401-39.4% |
| Admin fee / account holder | $688 | $13,780-95.0% | $11,613-94.1% | $11,429-94.0% |