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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 | $15,512 | $71,878-78.4% | $86,698-82.1% | $68,486-77.3% |
| Participation rate | 60.8% | 72.2%-11.5pp | 76.6%-15.8pp | 67.9%-7.1pp |
| Annual return | -17.39% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,555 | $2,173-28.4% | $2,837-45.2% | $2,597-40.1% |
| Participant deferral / active EE | $3,027 | $3,779-19.9% | $4,656-35.0% | $4,028-24.8% |
| Admin fee / account holder | $2,500 | $6,113-59.1% | $7,493-66.6% | $5,404-53.7% |