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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 | $11,453 | $48,078-76.2% | $78,676-85.4% | $62,881-81.8% |
| Participation rate | 40.5% | 65.2%-24.7pp | 73.6%-33.0pp | 69.3%-28.8pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,103 | $2,015-45.2% | $2,850-61.3% | $2,281-51.6% |
| Participant deferral / active EE | $2,346 | $2,587-9.3% | $3,517-33.3% | $3,203-26.8% |
| Admin fee / account holder | $849 | $3,206-73.5% | $4,510-81.2% | $4,296-80.2% |