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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 | $9,020 | $86,701-89.6% | $73,309-87.7% | $125,389-92.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 74.9%-49.9pp | 83.2%-58.2pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $687 | $4,152-83.5% | $3,237-78.8% | $4,866-85.9% |
| Participant deferral / active EE | $1,915 | $5,549-65.5% | $4,991-61.6% | $5,352-64.2% |
| Admin fee / account holder | $1,134 | $7,768-85.4% | $5,635-79.9% | $9,541-88.1% |