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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 | $8,609 | $95,915-91.0% | $79,580-89.2% | $134,532-93.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -18.64% | -2.71%-15.9pp | 0.15%-18.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,930 | $3,129-38.3% | $2,413-20.0% | $4,741-59.3% |
| Participant deferral / active EE | $2,468 | $4,693-47.4% | $3,985-38.1% | $6,401-61.4% |
| Admin fee / account holder | $800 | $9,132-91.2% | $6,835-88.3% | $11,429-93.0% |