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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 | $9,012 | $97,881-90.8% | $80,004-88.7% | $125,389-92.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $161 | $3,128-94.9% | $2,473-93.5% | $4,866-96.7% |
| Participant deferral / active EE | $542 | $3,744-85.5% | $3,204-83.1% | $5,352-89.9% |
| Admin fee / account holder | $1,702 | $6,278-72.9% | $5,033-66.2% | $9,541-82.2% |