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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 | $12,804 | $81,947-84.4% | $105,387-87.9% | $72,975-82.5% |
| Participation rate | 69.1% | 76.5%-7.4pp | 82.6%-13.5pp | 69.5%-0.4pp |
| Annual return | 0.00% | 42.90%-42.9pp | 26.82%-26.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,683 | $3,468-22.6% | $4,213-36.3% | $2,440+10.0% |
| Participant deferral / active EE | $5,052 | $4,494+12.4% | $5,502-8.2% | $3,608+40.0% |
| Admin fee / account holder | $346 | $6,258-94.5% | $6,559-94.7% | $5,124-93.3% |