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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 | $8,684 | $39,162-77.8% | $100,671-91.4% | $59,633-85.4% |
| Participation rate | 23.3% | 55.9%-32.5pp | 70.7%-47.4pp | 68.7%-45.3pp |
| Annual return | 0.26% | 21.07%-20.8pp | 20.43%-20.2pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,101 | $1,992-44.7% | $3,144-65.0% | $3,192-65.5% |
| Admin fee / account holder | $899 | $2,969-69.7% | $4,850-81.5% | $4,297-79.1% |