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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 | $10,238 | $86,701-88.2% | $73,309-86.0% | $125,388-91.8% |
| Participation rate | 42.1% | 78.6%-36.5pp | 74.9%-32.8pp | 83.2%-41.1pp |
| Annual return | -3.28% | 2.78%-6.1pp | 5.67%-9.0pp | 282.24%-285.5pp |
| Employer contribution / active EE | $534 | $4,152-87.1% | $3,237-83.5% | $4,866-89.0% |
| Participant deferral / active EE | $3,171 | $5,549-42.9% | $4,991-36.5% | $5,352-40.8% |
| Admin fee / account holder | $776 | $7,768-90.0% | $5,635-86.2% | $9,541-91.9% |