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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 | $6,514 | $49,177-86.8% | $79,467-91.8% | $64,173-89.8% |
| Participation rate | 58.7% | 65.0%-6.3pp | 73.3%-14.6pp | 69.6%-10.8pp |
| Annual return | -6.21% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $418 | $2,076-79.9% | $2,800-85.1% | $2,381-82.4% |
| Participant deferral / active EE | $1,455 | $2,821-48.4% | $3,704-60.7% | $3,470-58.1% |
| Admin fee / account holder | $1,175 | $3,839-69.4% | $5,104-77.0% | $4,887-76.0% |