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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 | $9,871 | $133,998-92.6% | $112,263-91.2% | $134,545-92.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,421 | $4,040-64.8% | $3,636-60.9% | $4,742-70.0% |
| Participant deferral / active EE | $5,554 | $5,292+4.9% | $4,729+17.4% | $6,401-13.2% |
| Admin fee / account holder | $523 | $7,493-93.0% | $6,410-91.8% | $11,431-95.4% |