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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 | $7,403 | $75,962-90.3% | $154,108-95.2% | $64,173-88.5% |
| Participation rate | 64.2% | 70.4%-6.3pp | 83.0%-18.9pp | 69.6%-5.4pp |
| Annual return | -2.03% | 30.32%-32.4pp | 735.21%-737.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $455 | $3,350-86.4% | $5,298-91.4% | $2,381-80.9% |
| Participant deferral / active EE | $1,171 | $3,175-63.1% | $5,081-76.9% | $3,470-66.2% |
| Admin fee / account holder | $1,085 | $5,589-80.6% | $13,411-91.9% | $4,887-77.8% |