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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 | $25,332 | $131,835-80.8% | $108,582-76.7% | $273,972-90.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 10.93% | -91.57%+102.5pp | -51.70%+62.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $981 | $4,913-80.0% | $3,758-73.9% | $4,869-79.8% |
| Participant deferral / active EE | $3,117 | $5,127-39.2% | $4,311-27.7% | $5,287-41.0% |
| Admin fee / account holder | $2,071 | $10,253-79.8% | $7,645-72.9% | $10,133-79.6% |