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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 | $7,094 | $99,994-92.9% | $146,647-95.2% | $85,851-91.7% |
| Participation rate | 61.1% | 73.1%-11.9pp | 80.1%-19.0pp | 69.3%-8.2pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,586 | $2,559-38.0% | $4,137-61.7% | $2,565-38.2% |
| Participant deferral / active EE | $2,754 | $4,006-31.3% | $5,506-50.0% | $3,952-30.3% |
| Admin fee / account holder | $433 | $7,703-94.4% | $10,281-95.8% | $6,261-93.1% |