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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 | $14,147 | $142,392-90.1% | $119,622-88.2% | $134,532-89.5% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,666 | $5,224-29.8% | $4,232-13.4% | $4,741-22.7% |
| Participant deferral / active EE | $7,806 | $6,467+20.7% | $5,601+39.4% | $6,401+22.0% |
| Admin fee / account holder | $2,174 | $13,593-84.0% | $10,328-79.0% | $11,429-81.0% |