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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 | $8,704 | $73,863-88.2% | $143,797-93.9% | $68,490-87.3% |
| Participation rate | 54.7% | 66.7%-12.0pp | 80.3%-25.7pp | 67.9%-13.2pp |
| Annual return | 24.90% | 0.91%+24.0pp | -0.04%+24.9pp | -7.85%+32.8pp |
| Employer contribution / active EE | $691 | $3,185-78.3% | $4,952-86.1% | $2,597-73.4% |
| Participant deferral / active EE | $1,638 | $3,385-51.6% | $5,638-70.9% | $4,028-59.3% |
| Admin fee / account holder | $1,543 | $5,756-73.2% | $14,679-89.5% | $5,403-71.4% |