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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 | $14,863 | $65,704-77.4% | $94,229-84.2% | $59,633-75.1% |
| Participation rate | 52.3% | 72.1%-19.8pp | 78.8%-26.5pp | 68.7%-16.4pp |
| Annual return | -0.97% | 5.22%-6.2pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $920 | $2,021-54.5% | $3,587-74.4% | $2,203-58.2% |
| Participant deferral / active EE | $1,539 | $3,143-51.0% | $4,320-64.4% | $3,192-51.8% |
| Admin fee / account holder | $1,688 | $4,265-60.4% | $6,269-73.1% | $4,297-60.7% |