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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 | $15,424 | $56,197-72.6% | $67,652-77.2% | $59,633-74.1% |
| Participation rate | 41.4% | 71.5%-30.1pp | 75.7%-34.3pp | 68.7%-27.3pp |
| Annual return | -0.93% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,961 | $2,844-31.0% | $3,560-44.9% | $3,192-38.6% |
| Admin fee / account holder | $1,588 | $3,958-59.9% | $4,821-67.1% | $4,297-63.1% |