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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 | $12,386 | $82,674-85.0% | $125,381-90.1% | $68,486-81.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -18.50% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,712 | $3,382-49.4% | $4,815-64.5% | $2,597-34.1% |
| Participant deferral / active EE | $2,569 | $6,111-58.0% | $7,448-65.5% | $4,028-36.2% |
| Admin fee / account holder | $1,388 | $6,277-77.9% | $10,007-86.1% | $5,404-74.3% |