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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 | $9,522 | $73,009-87.0% | $90,760-89.5% | $68,486-86.1% |
| Participation rate | 51.2% | 70.8%-19.7pp | 75.7%-24.5pp | 67.9%-16.7pp |
| Annual return | -17.00% | -13.81%-3.2pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $865 | $2,193-60.6% | $2,922-70.4% | $2,597-66.7% |
| Participant deferral / active EE | $1,857 | $3,626-48.8% | $4,565-59.3% | $4,028-53.9% |
| Admin fee / account holder | $585 | $5,896-90.1% | $8,444-93.1% | $5,404-89.2% |