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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 | $7,533 | $73,848-89.8% | $143,799-94.8% | $68,486-89.0% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -18.23% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $627 | $3,184-80.3% | $4,952-87.3% | $2,597-75.8% |
| Participant deferral / active EE | $2,076 | $3,385-38.7% | $5,638-63.2% | $4,028-48.4% |
| Admin fee / account holder | $1,464 | $5,755-74.6% | $14,677-90.0% | $5,404-72.9% |