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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 | $16,671 | $127,387-86.9% | $115,038-85.5% | $125,389-86.7% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -3.34% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,628 | $5,166-68.5% | $4,608-64.7% | $4,866-66.5% |
| Participant deferral / active EE | $1,985 | $6,423-69.1% | $6,026-67.1% | $5,352-62.9% |
| Admin fee / account holder | $863 | $9,516-90.9% | $8,175-89.4% | $9,541-91.0% |