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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 | $9,820 | $64,311-84.7% | $57,356-82.9% | $125,389-92.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -0.75% | 25.14%-25.9pp | 24.41%-25.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $556 | $3,193-82.6% | $2,689-79.3% | $4,866-88.6% |
| Participant deferral / active EE | $727 | $3,846-81.1% | $3,162-77.0% | $5,352-86.4% |
| Admin fee / account holder | $662 | $5,243-87.4% | $3,357-80.3% | $9,541-93.1% |