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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 | $11,245 | $53,128-78.8% | $86,582-87.0% | $70,126-84.0% |
| Participation rate | 57.5% | 65.3%-7.8pp | 73.5%-16.0pp | 69.5%-12.0pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,446 | $2,068-30.1% | $2,839-49.1% | $2,343-38.3% |
| Participant deferral / active EE | $1,855 | $2,695-31.2% | $3,609-48.6% | $3,332-44.3% |
| Admin fee / account holder | $1,204 | $3,584-66.4% | $4,904-75.5% | $4,645-74.1% |