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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 | $6,508 | $45,872-85.8% | $77,096-91.6% | $68,486-90.5% |
| Participation rate | 58.6% | 55.9%+2.7pp | 67.9%-9.3pp | 67.9%-9.3pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,424 | $1,650+46.9% | $2,814-13.9% | $2,597-6.7% |
| Participant deferral / active EE | $5,059 | $2,963+70.7% | $4,429+14.2% | $4,028+25.6% |
| Admin fee / account holder | $309 | $3,041-89.8% | $5,428-94.3% | $5,404-94.3% |