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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 | $5,050 | $92,684-94.6% | $82,706-93.9% | $134,509-96.2% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.7pp | 81.2%-19.3pp |
| Annual return | -17.79% | 945.84%-963.6pp | 701.76%-719.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $979 | $3,272-70.1% | $3,007-67.4% | $4,741-79.3% |
| Participant deferral / active EE | $1,286 | $4,800-73.2% | $4,394-70.7% | $6,400-79.9% |
| Admin fee / account holder | $509 | $5,982-91.5% | $5,329-90.4% | $11,427-95.5% |