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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 | $6,009 | $67,411-91.1% | $91,004-93.4% | $70,124-91.4% |
| Participation rate | 57.1% | 71.4%-14.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 28.91% | -40.16%+69.1pp | 4.60%+24.3pp | 73.14%-44.2pp |
| Employer contribution / active EE | $751 | $1,786-58.0% | $2,456-69.4% | $2,342-68.0% |
| Participant deferral / active EE | $2,049 | $2,823-27.4% | $3,548-42.2% | $3,332-38.5% |
| Admin fee / account holder | $546 | $4,236-87.1% | $5,417-89.9% | $4,645-88.2% |