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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 | $19,572 | $79,955-75.5% | $98,461-80.1% | $75,173-74.0% |
| Participation rate | 37.9% | 70.4%-32.4pp | 75.2%-37.2pp | 67.2%-29.3pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,382 | $2,264-39.0% | $3,049-54.7% | $2,671-48.3% |
| Participant deferral / active EE | $3,481 | $3,752-7.2% | $4,738-26.5% | $4,126-15.6% |
| Admin fee / account holder | $757 | $6,841-88.9% | $8,961-91.6% | $5,651-86.6% |