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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 | $11,550 | $82,674-86.0% | $125,381-90.8% | $68,486-83.1% |
| Participation rate | 63.0% | 75.1%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | 5.14% | -5.97%+11.1pp | 572.31%-567.2pp | -7.85%+13.0pp |
| Employer contribution / active EE | $1,283 | $3,382-62.1% | $4,815-73.4% | $2,597-50.6% |
| Participant deferral / active EE | $3,480 | $6,111-43.1% | $7,448-53.3% | $4,028-13.6% |
| Admin fee / account holder | $485 | $6,277-92.3% | $10,007-95.2% | $5,404-91.0% |