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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 | $12,447 | $103,393-88.0% | $87,103-85.7% | $152,909-91.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $709 | $3,221-78.0% | $2,521-71.9% | $4,764-85.1% |
| Participant deferral / active EE | $1,801 | $4,778-62.3% | $4,049-55.5% | $5,851-69.2% |
| Admin fee / account holder | $12,420 | $12,195+1.8% | $7,491+65.8% | $11,601+7.1% |