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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 | $16,263 | $57,352-71.6% | $83,831-80.6% | $64,173-74.7% |
| Participation rate | 46.7% | 68.6%-21.9pp | 76.1%-29.5pp | 69.6%-22.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,228 | $2,546-51.8% | $3,631-66.2% | $2,381-48.4% |
| Participant deferral / active EE | $1,825 | $2,993-39.0% | $4,082-55.3% | $3,470-47.4% |
| Admin fee / account holder | $548 | $4,046-86.5% | $5,479-90.0% | $4,887-88.8% |