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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 | $7,983 | $43,730-81.7% | $121,220-93.4% | $64,173-87.6% |
| Participation rate | 16.7% | 58.3%-41.7pp | 71.8%-55.1pp | 69.6%-52.9pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,806 | $2,281-20.8% | $3,345-46.0% | $3,470-47.9% |
| Admin fee / account holder | $1,155 | $3,502-67.0% | $5,021-77.0% | $4,887-76.4% |