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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 | $11,679 | $107,809-89.2% | $90,657-87.1% | $135,379-91.4% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -8.34% | -0.90%-7.4pp | 1.89%-10.2pp | 519.79%-528.1pp |
| Employer contribution / active EE | $428 | $3,018-85.8% | $2,532-83.1% | $4,779-91.1% |
| Participant deferral / active EE | $2,006 | $3,872-48.2% | $3,424-41.4% | $5,609-64.2% |
| Admin fee / account holder | $1,292 | $5,931-78.2% | $4,994-74.1% | $10,828-88.1% |