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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 | $13,546 | $66,302-79.6% | $110,243-87.7% | $56,289-75.9% |
| Participation rate | 47.1% | 74.9%-27.8pp | 79.8%-32.7pp | 69.9%-22.7pp |
| Annual return | -5.13% | -1.18%-4.0pp | 314.76%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $573 | $2,047-72.0% | $3,827-85.0% | $2,111-72.9% |
| Participant deferral / active EE | $2,142 | $3,381-36.7% | $4,672-54.2% | $3,350-36.1% |
| Admin fee / account holder | $724 | $698+3.6% | $8,548-91.5% | $521+38.9% |