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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 | $10,197 | $135,956-92.5% | $123,894-91.8% | $273,972-96.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $884 | $5,170-82.9% | $4,617-80.8% | $4,869-81.8% |
| Participant deferral / active EE | $4,196 | $6,343-33.8% | $5,984-29.9% | $5,287-20.6% |
| Admin fee / account holder | $424 | $9,817-95.7% | $8,357-94.9% | $10,133-95.8% |