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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 | $10,611 | $83,908-87.4% | $68,509-84.5% | $125,389-91.5% |
| Participation rate | 44.4% | 78.2%-33.7pp | 74.7%-30.3pp | 83.2%-38.7pp |
| Annual return | -2.23% | 14.48%-16.7pp | 8.27%-10.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $783 | $3,031-74.2% | $2,278-65.6% | $4,866-83.9% |
| Participant deferral / active EE | $2,874 | $4,125-30.3% | $3,382-15.0% | $5,352-46.3% |
| Admin fee / account holder | $1,558 | $8,982-82.7% | $5,275-70.5% | $9,541-83.7% |