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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 | $5,454 | $59,804-90.9% | $81,982-93.3% | $79,856-93.2% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.3%-19.3pp | 69.6%-19.6pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $864 | $1,713-49.6% | $2,498-65.4% | $2,471-65.0% |
| Participant deferral / active EE | $1,626 | $2,695-39.7% | $3,722-56.3% | $3,741-56.5% |
| Admin fee / account holder | $384 | $4,288-91.0% | $5,665-93.2% | $5,306-92.8% |