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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 | $4,752 | $86,701-94.5% | $73,309-93.5% | $125,389-96.2% |
| Participation rate | 54.5% | 78.6%-24.1pp | 74.9%-20.4pp | 83.2%-28.6pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,114 | $4,152-73.2% | $3,237-65.6% | $4,866-77.1% |
| Participant deferral / active EE | $2,088 | $5,549-62.4% | $4,991-58.2% | $5,352-61.0% |
| Admin fee / account holder | $1,015 | $7,768-86.9% | $5,635-82.0% | $9,541-89.4% |