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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 | $7,902 | $28,167-71.9% | $73,658-89.3% | $64,728-87.8% |
| Participation rate | 6.9% | 21.1%-14.1pp | 57.0%-50.1pp | 57.9%-50.9pp |
| Annual return | 17.40% | 139.75%-122.3pp | 29.72%-12.3pp | 49.38%-32.0pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $234 | $597-60.7% | $2,062-88.6% | $2,729-91.4% |
| Admin fee / account holder | $770 | $1,791-57.0% | $3,357-77.1% | $1,145-32.8% |