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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 | $14,504 | $59,834-75.8% | $79,576-81.8% | $68,495-78.8% |
| Participation rate | 34.8% | 61.1%-26.3pp | 69.5%-34.7pp | 67.9%-33.1pp |
| Annual return | -19.38% | -12.30%-7.1pp | 0.15%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $943 | $1,505-37.3% | $2,413-60.9% | $2,596-63.7% |
| Participant deferral / active EE | $2,508 | $3,024-17.1% | $3,985-37.1% | $4,028-37.7% |
| Admin fee / account holder | $2,918 | $4,835-39.6% | $6,834-57.3% | $5,403-46.0% |