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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 | $7,058 | $55,449-87.3% | $83,850-91.6% | $56,287-87.5% |
| Participation rate | 64.7% | 68.0%-3.3pp | 76.1%-11.4pp | 69.9%-5.1pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.92%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,217 | $2,430-49.9% | $3,631-66.5% | $2,111-42.4% |
| Participant deferral / active EE | $1,697 | $2,935-42.2% | $4,082-58.4% | $3,350-49.3% |
| Admin fee / account holder | $390 | $656-40.6% | $5,478-92.9% | $521-25.2% |