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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 | $12,734 | $77,638-83.6% | $156,551-91.9% | $62,881-79.7% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 9.56% | 50.33%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $580 | $3,444-83.2% | $5,501-89.5% | $2,281-74.6% |
| Participant deferral / active EE | $1,378 | $3,046-54.8% | $4,871-71.7% | $3,203-57.0% |
| Admin fee / account holder | $2,522 | $5,561-54.7% | $13,028-80.6% | $4,296-41.3% |