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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 | $4,648 | $73,978-93.7% | $96,515-95.2% | $75,173-93.8% |
| Participation rate | 63.0% | 66.4%-3.5pp | 74.3%-11.4pp | 67.2%-4.2pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $758 | $2,931-74.1% | $3,740-79.7% | $2,671-71.6% |
| Participant deferral / active EE | $1,682 | $3,660-54.0% | $4,880-65.5% | $4,126-59.2% |
| Admin fee / account holder | $352 | $5,219-93.3% | $6,735-94.8% | $5,651-93.8% |