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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 | $14,456 | $59,813-75.8% | $79,580-81.8% | $68,486-78.9% |
| Participation rate | 52.9% | 61.1%-8.1pp | 69.5%-16.5pp | 67.9%-15.0pp |
| Annual return | -4.68% | -12.30%+7.6pp | 0.15%-4.8pp | -7.85%+3.2pp |
| Employer contribution / active EE | $998 | $1,505-33.7% | $2,413-58.7% | $2,597-61.6% |
| Participant deferral / active EE | $2,049 | $3,024-32.3% | $3,985-48.6% | $4,028-49.1% |
| Admin fee / account holder | $1,541 | $4,835-68.1% | $6,835-77.5% | $5,404-71.5% |