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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 | $12,699 | $73,102-82.6% | $123,552-89.7% | $56,287-77.4% |
| Participation rate | 52.9% | 74.3%-21.5pp | 82.3%-29.4pp | 69.9%-17.0pp |
| Annual return | -4.76% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,166 | $5,423-23.2% | $6,426-35.2% | $3,350+24.4% |
| Admin fee / account holder | $684 | $554+23.5% | $9,285-92.6% | $521+31.2% |