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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 | $2,190 | $43,075-94.9% | $74,577-97.1% | $62,881-96.5% |
| Participation rate | 15.4% | 58.1%-42.7pp | 68.1%-52.7pp | 69.3%-53.9pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $947 | $2,389-60.4% | $3,458-72.6% | $3,203-70.4% |
| Admin fee / account holder | $6,517 | $2,840+129.5% | $4,138+57.5% | $4,296+51.7% |