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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 | $20,833 | $154,193-86.5% | $130,045-84.0% | $139,466-85.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 13.79% | 32.51%-18.7pp | -137.30%+151.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,289 | $5,292-75.6% | $4,321-70.2% | $4,754-72.9% |
| Participant deferral / active EE | $2,907 | $6,709-56.7% | $5,820-50.1% | $6,712-56.7% |
| Admin fee / account holder | $1,425 | $13,989-89.8% | $10,600-86.6% | $11,409-87.5% |