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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 | $8,618 | $95,188-90.9% | $76,518-88.7% | $135,380-93.6% |
| Participation rate | 26.7% | 74.4%-47.7pp | 68.0%-41.3pp | 82.6%-56.0pp |
| Annual return | -6.64% | 4.85%-11.5pp | -0.27%-6.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $311 | $3,303-90.6% | $2,647-88.2% | $4,779-93.5% |
| Participant deferral / active EE | $2,001 | $4,640-56.9% | $3,836-47.8% | $5,609-64.3% |
| Admin fee / account holder | $1,725 | $6,249-72.4% | $4,849-64.4% | $10,828-84.1% |