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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 | $5,333 | $127,096-95.8% | $105,736-95.0% | $135,380-96.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,638 | $4,107-60.1% | $3,268-49.9% | $4,779-65.7% |
| Participant deferral / active EE | $2,146 | $5,064-57.6% | $4,080-47.4% | $5,609-61.7% |
| Admin fee / account holder | $1,721 | $9,087-81.1% | $6,913-75.1% | $10,828-84.1% |