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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 | $7,672 | $138,102-94.4% | $125,381-93.9% | $134,532-94.3% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -18.66% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $978 | $5,245-81.4% | $4,815-79.7% | $4,741-79.4% |
| Participant deferral / active EE | $4,893 | $7,801-37.3% | $7,448-34.3% | $6,401-23.6% |
| Admin fee / account holder | $151,929 | $11,568+1213.4% | $10,007+1418.2% | $11,429+1229.4% |