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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 | $14,354 | $92,219-84.4% | $76,767-81.3% | $135,380-89.4% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -6.95% | 5.46%-12.4pp | 2.43%-9.4pp | 519.81%-526.8pp |
| Employer contribution / active EE | $917 | $3,216-71.5% | $2,485-63.1% | $4,779-80.8% |
| Participant deferral / active EE | $2,188 | $4,508-51.5% | $3,852-43.2% | $5,609-61.0% |
| Admin fee / account holder | $1,696 | $10,749-84.2% | $6,675-74.6% | $10,828-84.3% |