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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 | $6,482 | $72,027-91.0% | $185,861-96.5% | $79,856-91.9% |
| Participation rate | 55.1% | 65.8%-10.6pp | 78.0%-22.9pp | 69.6%-14.5pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $857 | $1,965-56.4% | $4,088-79.0% | $2,471-65.3% |
| Participant deferral / active EE | $1,521 | $3,780-59.8% | $5,634-73.0% | $3,741-59.3% |
| Admin fee / account holder | $1,617 | $4,513-64.2% | $9,503-83.0% | $5,306-69.5% |