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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 | $8,658 | $54,239-84.0% | $70,098-87.6% | $68,495-87.4% |
| Participation rate | 40.7% | 64.5%-23.8pp | 70.5%-29.7pp | 67.9%-27.2pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.76%-190.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,529 | $2,019-24.3% | $2,560-40.3% | $2,596-41.1% |
| Participant deferral / active EE | $2,359 | $2,957-20.2% | $3,849-38.7% | $4,028-41.4% |
| Admin fee / account holder | $618 | $4,691-86.8% | $6,266-90.1% | $5,403-88.6% |