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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 | $20,913 | $71,878-70.9% | $86,698-75.9% | $68,486-69.5% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -17.71% | 3.53%-21.2pp | 35.95%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,352 | $2,173-37.8% | $2,837-52.3% | $2,597-47.9% |
| Participant deferral / active EE | $2,340 | $3,779-38.1% | $4,656-49.7% | $4,028-41.9% |
| Admin fee / account holder | $1,149 | $6,113-81.2% | $7,493-84.7% | $5,404-78.7% |