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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 | $9,517 | $52,279-81.8% | $89,435-89.4% | $79,856-88.1% |
| Participation rate | 35.3% | 57.5%-22.2pp | 68.0%-32.7pp | 69.6%-34.3pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $929 | $1,572-40.9% | $2,587-64.1% | $2,471-62.4% |
| Participant deferral / active EE | $2,527 | $2,740-7.8% | $3,890-35.0% | $3,741-32.4% |
| Admin fee / account holder | $453 | $3,356-86.5% | $4,884-90.7% | $5,306-91.5% |