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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 | $21,447 | $99,994-78.6% | $146,643-85.4% | $85,847-75.0% |
| Participation rate | 33.3% | 73.1%-39.7pp | 80.1%-46.7pp | 69.3%-36.0pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,895 | $4,006-52.7% | $5,506-65.6% | $3,952-52.0% |
| Admin fee / account holder | $494 | $7,703-93.6% | $10,280-95.2% | $6,261-92.1% |