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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 | $5,923 | $96,508-93.9% | $75,901-92.2% | $152,897-96.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $835 | $3,310-74.8% | $2,501-66.6% | $4,764-82.5% |
| Participant deferral / active EE | $3,401 | $4,554-25.3% | $3,603-5.6% | $5,851-41.9% |
| Admin fee / account holder | $441 | $8,081-94.5% | $5,420-91.9% | $11,599-96.2% |