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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 | $21,508 | $113,941-81.1% | $94,229-77.2% | $125,389-82.8% |
| Participation rate | 47.8% | 82.9%-35.1pp | 78.8%-30.9pp | 83.2%-35.4pp |
| Annual return | 0.61% | 5.29%-4.7pp | 10.68%-10.1pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,415 | $4,727-70.1% | $3,587-60.5% | $4,866-70.9% |
| Participant deferral / active EE | $1,641 | $5,179-68.3% | $4,320-62.0% | $5,352-69.3% |
| Admin fee / account holder | $2,095 | $8,392-75.0% | $6,269-66.6% | $9,541-78.0% |