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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 | $19,480 | $168,635-88.4% | $147,617-86.8% | $125,389-84.5% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,313 | $6,252-79.0% | $5,564-76.4% | $4,866-73.0% |
| Participant deferral / active EE | $3,461 | $5,507-37.1% | $4,895-29.3% | $5,352-35.3% |
| Admin fee / account holder | $1,938 | $13,580-85.7% | $11,612-83.3% | $9,541-79.7% |