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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 | $15,913 | $52,519-69.7% | $155,789-89.8% | $59,633-73.3% |
| Participation rate | 20.0% | 61.7%-41.7pp | 76.1%-56.1pp | 68.7%-48.7pp |
| Annual return | 0.18% | 53.51%-53.3pp | 71.54%-71.4pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $261 | $1,589-83.6% | $3,839-93.2% | $2,203-88.1% |
| Participant deferral / active EE | $986 | $3,084-68.0% | $4,798-79.4% | $3,192-69.1% |
| Admin fee / account holder | $3,476 | $3,540-1.8% | $7,477-53.5% | $4,297-19.1% |