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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 | $18,966 | $67,411-71.9% | $91,004-79.2% | $70,124-73.0% |
| Participation rate | 38.1% | 71.4%-33.2pp | 75.6%-37.5pp | 69.5%-31.4pp |
| Annual return | 94.12% | -40.16%+134.3pp | 4.60%+89.5pp | 73.14%+21.0pp |
| Employer contribution / active EE | $340 | $1,786-81.0% | $2,456-86.2% | $2,342-85.5% |
| Participant deferral / active EE | $1,472 | $2,823-47.8% | $3,548-58.5% | $3,332-55.8% |
| Admin fee / account holder | $2,769 | $4,236-34.6% | $5,417-48.9% | $4,645-40.4% |