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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 | $19,521 | $56,197-65.3% | $67,652-71.1% | $59,633-67.3% |
| Participation rate | 62.5% | 71.5%-9.0pp | 75.7%-13.2pp | 68.7%-6.2pp |
| Annual return | -1.32% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $794 | $1,615-50.8% | $2,266-65.0% | $2,203-64.0% |
| Participant deferral / active EE | $2,272 | $2,844-20.1% | $3,560-36.2% | $3,192-28.8% |
| Admin fee / account holder | $1,112 | $3,958-71.9% | $4,821-76.9% | $4,297-74.1% |