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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 | $11,591 | $99,345-88.3% | $84,753-86.3% | $273,972-95.8% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,555 | $4,214-63.1% | $3,574-56.5% | $4,869-68.1% |
| Participant deferral / active EE | $2,745 | $4,270-35.7% | $3,712-26.1% | $5,287-48.1% |
| Admin fee / account holder | $629 | $6,645-90.5% | $5,333-88.2% | $10,133-93.8% |