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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 | $15,853 | $67,411-76.5% | $91,004-82.6% | $70,126-77.4% |
| Participation rate | 60.7% | 71.4%-10.7pp | 75.6%-14.9pp | 69.5%-8.8pp |
| Annual return | 17.19% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-56.0pp |
| Employer contribution / active EE | $760 | $1,786-57.4% | $2,456-69.1% | $2,343-67.6% |
| Participant deferral / active EE | $1,746 | $2,823-38.1% | $3,548-50.8% | $3,332-47.6% |
| Admin fee / account holder | $2,694 | $4,236-36.4% | $5,417-50.3% | $4,645-42.0% |