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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 | $8,586 | $84,236-89.8% | $170,435-95.0% | $70,126-87.8% |
| Participation rate | 38.5% | 70.8%-32.4pp | 83.6%-45.1pp | 69.5%-31.1pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $854 | $3,387-74.8% | $5,432-84.3% | $2,343-63.6% |
| Participant deferral / active EE | $2,525 | $3,086-18.2% | $4,939-48.9% | $3,332-24.2% |
| Admin fee / account holder | $316 | $5,698-94.5% | $13,881-97.7% | $4,645-93.2% |