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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 | $14,399 | $78,694-81.7% | $67,653-78.7% | $125,388-88.5% |
| Participation rate | 61.1% | 78.8%-17.7pp | 75.7%-14.6pp | 83.2%-22.1pp |
| Annual return | -0.38% | 9.46%-9.8pp | 6625.22%-6625.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,389 | $3,044-54.4% | $2,266-38.7% | $4,866-71.5% |
| Participant deferral / active EE | $1,845 | $4,292-57.0% | $3,560-48.2% | $5,352-65.5% |
| Admin fee / account holder | $1,538 | $7,403-79.2% | $4,821-68.1% | $9,541-83.9% |