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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 | $7,139 | $45,872-84.4% | $77,096-90.7% | $68,486-89.6% |
| Participation rate | 52.0% | 55.9%-3.9pp | 67.9%-15.9pp | 67.9%-15.9pp |
| Annual return | -10.24% | 1.73%-12.0pp | 42.35%-52.6pp | -7.85%-2.4pp |
| Employer contribution / active EE | $1,019 | $1,650-38.2% | $2,814-63.8% | $2,597-60.8% |
| Participant deferral / active EE | $1,059 | $2,963-64.3% | $4,429-76.1% | $4,028-73.7% |
| Admin fee / account holder | $665 | $3,041-78.1% | $5,428-87.7% | $5,404-87.7% |