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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 | $11,351 | $62,583-81.9% | $76,767-85.2% | $64,173-82.3% |
| Participation rate | 62.3% | 72.8%-10.5pp | 77.0%-14.6pp | 69.6%-7.3pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,093 | $1,832-40.3% | $2,485-56.0% | $2,381-54.1% |
| Participant deferral / active EE | $1,448 | $3,145-53.9% | $3,852-62.4% | $3,470-58.3% |
| Admin fee / account holder | $700 | $4,667-85.0% | $6,675-89.5% | $4,887-85.7% |