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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 | $15,123 | $57,352-73.6% | $83,831-82.0% | $64,173-76.4% |
| Participation rate | 67.8% | 68.6%-0.8pp | 76.1%-8.3pp | 69.6%-1.8pp |
| Annual return | -6.17% | 11.38%-17.6pp | 850.99%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,913 | $2,993-36.1% | $4,082-53.1% | $3,470-44.9% |
| Admin fee / account holder | $697 | $4,046-82.8% | $5,479-87.3% | $4,887-85.7% |