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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 | $17,062 | $52,911-67.8% | $73,309-76.7% | $59,633-71.4% |
| Participation rate | 49.3% | 68.2%-18.9pp | 74.9%-25.6pp | 68.7%-19.4pp |
| Annual return | -0.60% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,677 | $4,069-9.6% | $4,991-26.3% | $3,192+15.2% |
| Admin fee / account holder | $537 | $3,835-86.0% | $5,635-90.5% | $4,297-87.5% |