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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 | $4,611 | $54,162-91.5% | $68,612-93.3% | $64,173-92.8% |
| Participation rate | 51.7% | 68.1%-16.3pp | 72.2%-20.5pp | 69.6%-17.8pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,115 | $1,846-39.6% | $2,625-57.5% | $2,381-53.2% |
| Participant deferral / active EE | $1,701 | $2,626-35.2% | $3,311-48.6% | $3,470-51.0% |
| Admin fee / account holder | $494 | $4,029-87.7% | $5,131-90.4% | $4,887-89.9% |