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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 | $3,235 | $162,967-98.0% | $135,792-97.6% | $138,895-97.7% |
| Participation rate | 54.5% | 78.3%-23.8pp | 72.6%-18.0pp | 79.9%-25.4pp |
| Annual return | 0.00% | 30.08%-30.1pp | 25.96%-26.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,105 | $4,211-73.8% | $3,496-68.4% | $4,194-73.7% |
| Participant deferral / active EE | $1,593 | $5,640-71.8% | $4,759-66.5% | $6,396-75.1% |
| Admin fee / account holder | $749 | $15,306-95.1% | $12,266-93.9% | $12,562-94.0% |