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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 | $10,253 | $133,981-92.3% | $112,249-90.9% | $134,532-92.4% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,286 | $4,040-68.2% | $3,636-64.6% | $4,741-72.9% |
| Participant deferral / active EE | $3,831 | $5,292-27.6% | $4,729-19.0% | $6,401-40.1% |
| Admin fee / account holder | $436 | $7,492-94.2% | $6,412-93.2% | $11,429-96.2% |