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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 | $11,663 | $124,980-90.7% | $108,359-89.2% | $154,746-92.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 0.00% | 45.00%-45.0pp | 36.89%-36.9pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,583 | $2,851-44.5% | $2,399-34.0% | $4,379-63.8% |
| Participant deferral / active EE | $1,821 | $4,743-61.6% | $4,137-56.0% | $6,730-72.9% |
| Admin fee / account holder | $3,394 | $11,502-70.5% | $9,741-65.2% | $14,365-76.4% |