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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 | $11,551 | $82,678-86.0% | $125,391-90.8% | $68,490-83.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -19.03% | -5.97%-13.1pp | 572.41%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,008 | $3,382-40.6% | $4,816-58.3% | $2,597-22.7% |
| Participant deferral / active EE | $2,742 | $6,111-55.1% | $7,448-63.2% | $4,028-31.9% |
| Admin fee / account holder | $1,665 | $6,277-73.5% | $10,009-83.4% | $5,403-69.2% |