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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 | $7,495 | $91,525-91.8% | $130,026-94.2% | $75,181-90.0% |
| Participation rate | 64.3% | 71.4%-7.2pp | 78.5%-14.2pp | 67.2%-2.9pp |
| Annual return | 18.85% | -631.40%+650.3pp | -137.26%+156.1pp | 160.69%-141.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,015 | $4,342-53.6% | $5,821-65.4% | $4,126-51.2% |
| Admin fee / account holder | $364 | $6,778-94.6% | $10,608-96.6% | $5,650-93.6% |