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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 | $11,933 | $52,678-77.3% | $75,784-84.3% | $59,633-80.0% |
| Participation rate | 59.3% | 67.2%-7.9pp | 75.8%-16.5pp | 68.7%-9.3pp |
| Annual return | -1.26% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,456 | $2,591-43.8% | $3,652-60.1% | $3,192-54.4% |
| Admin fee / account holder | $1,026 | $3,610-71.6% | $5,300-80.6% | $4,297-76.1% |