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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 | $10,605 | $81,870-87.0% | $119,608-91.1% | $68,495-84.5% |
| Participation rate | 68.7% | 71.9%-3.2pp | 79.3%-10.6pp | 67.9%+0.8pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $975 | $2,692-63.8% | $4,232-77.0% | $2,596-62.4% |
| Participant deferral / active EE | $2,687 | $4,148-35.2% | $5,601-52.0% | $4,028-33.3% |
| Admin fee / account holder | $451 | $6,583-93.1% | $10,326-95.6% | $5,403-91.6% |