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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 | $14,749 | $65,704-77.6% | $94,229-84.3% | $59,633-75.3% |
| Participation rate | 13.0% | 72.1%-59.2pp | 78.8%-65.8pp | 68.7%-55.7pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,587 | $3,143-17.7% | $4,320-40.1% | $3,192-19.0% |
| Admin fee / account holder | $1,721 | $4,265-59.6% | $6,269-72.5% | $4,297-59.9% |