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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 | $6,802 | $142,392-95.2% | $119,622-94.3% | $134,532-94.9% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -19.28% | -12.46%-6.8pp | -14.98%-4.3pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,152 | $5,224-77.9% | $4,232-72.8% | $4,741-75.7% |
| Participant deferral / active EE | $2,151 | $6,467-66.7% | $5,601-61.6% | $6,401-66.4% |
| Admin fee / account holder | $699 | $13,593-94.9% | $10,328-93.2% | $11,429-93.9% |