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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 | $22,349 | $76,371-70.7% | $93,621-76.1% | $72,975-69.4% |
| Participation rate | 57.4% | 71.8%-14.3pp | 75.8%-18.4pp | 69.5%-12.0pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,073 | $2,276-52.9% | $2,719-60.5% | $2,440-56.0% |
| Participant deferral / active EE | $1,921 | $3,538-45.7% | $4,070-52.8% | $3,608-46.8% |
| Admin fee / account holder | $1,388 | $6,839-79.7% | $7,890-82.4% | $5,124-72.9% |