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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 | $4,265 | $56,544-92.5% | $75,501-94.4% | $70,126-93.9% |
| Participation rate | 41.8% | 68.1%-26.3pp | 72.4%-30.6pp | 69.5%-27.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $791 | $1,817-56.5% | $2,352-66.4% | $2,343-66.2% |
| Participant deferral / active EE | $1,388 | $2,580-46.2% | $3,142-55.8% | $3,332-58.3% |
| Admin fee / account holder | $329 | $3,827-91.4% | $5,801-94.3% | $4,645-92.9% |