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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 | $27,181 | $140,592-80.7% | $123,105-77.9% | $125,389-78.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -0.63% | 16.80%-17.4pp | 13.22%-13.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,313 | $6,041-78.3% | $5,151-74.5% | $4,866-73.0% |
| Participant deferral / active EE | $3,391 | $6,980-51.4% | $6,229-45.6% | $5,352-36.6% |
| Admin fee / account holder | $3,237 | $11,198-71.1% | $9,014-64.1% | $9,541-66.1% |