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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 | $21,300 | $91,536-76.7% | $130,062-83.6% | $75,177-71.7% |
| Participation rate | 43.4% | 71.5%-28.0pp | 78.5%-35.1pp | 67.2%-23.8pp |
| Annual return | 16.70% | -631.62%+648.3pp | -137.37%+154.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,900 | $4,343-56.3% | $5,821-67.4% | $4,126-54.0% |
| Admin fee / account holder | $1,516 | $6,780-77.6% | $10,601-85.7% | $5,651-73.2% |