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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 | $8,610 | $54,355-84.2% | $82,744-89.6% | $68,486-87.4% |
| Participation rate | 49.1% | 63.9%-14.9pp | 72.6%-23.5pp | 67.9%-18.8pp |
| Annual return | -18.29% | -13.67%-4.6pp | 702.22%-720.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $841 | $2,219-62.1% | $3,008-72.0% | $2,597-67.6% |
| Participant deferral / active EE | $1,045 | $3,246-67.8% | $4,395-76.2% | $4,028-74.0% |
| Admin fee / account holder | $535 | $4,397-87.8% | $5,325-89.9% | $5,404-90.1% |