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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 | $13,189 | $117,433-88.8% | $99,475-86.7% | $152,897-91.4% |
| Participation rate | 15.8% | 77.5%-61.8pp | 73.8%-58.0pp | 82.5%-66.7pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $662 | $3,013-78.0% | $2,540-73.9% | $4,764-86.1% |
| Participant deferral / active EE | $1,315 | $4,086-67.8% | $3,619-63.7% | $5,851-77.5% |
| Admin fee / account holder | $456 | $7,634-94.0% | $6,252-92.7% | $11,599-96.1% |