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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 | $15,112 | $52,678-71.3% | $75,784-80.1% | $59,633-74.7% |
| Participation rate | 35.3% | 67.2%-31.9pp | 75.8%-40.5pp | 68.7%-33.4pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $889 | $2,193-59.5% | $3,323-73.3% | $2,203-59.7% |
| Participant deferral / active EE | $1,416 | $2,591-45.4% | $3,652-61.2% | $3,192-55.6% |
| Admin fee / account holder | $844 | $3,610-76.6% | $5,300-84.1% | $4,297-80.4% |