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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 | $13,637 | $67,411-79.8% | $91,004-85.0% | $70,126-80.6% |
| Participation rate | 21.1% | 71.4%-50.2pp | 75.6%-54.5pp | 69.5%-48.4pp |
| Annual return | 18.92% | -40.16%+59.1pp | 4.60%+14.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $808 | $1,786-54.7% | $2,456-67.1% | $2,343-65.5% |
| Participant deferral / active EE | $1,875 | $2,823-33.6% | $3,548-47.2% | $3,332-43.7% |
| Admin fee / account holder | $323 | $4,236-92.4% | $5,417-94.0% | $4,645-93.1% |