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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 | $17,182 | $89,652-80.8% | $141,197-87.8% | $65,186-73.6% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.5%-28.8pp | 70.2%-16.6pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,513 | $5,691-38.3% | $6,710-47.6% | $3,5140% |
| Admin fee / account holder | $3,389 | $569+496.1% | $10,265-67.0% | $847+300.0% |