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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 | $15,859 | $59,332-73.3% | $90,223-82.4% | $59,633-73.4% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.0%-15.4pp | 68.7%-5.0pp |
| Annual return | -0.25% | 3.25%-3.5pp | 1.31%-1.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $732 | $3,031-75.9% | $4,378-83.3% | $2,203-66.8% |
| Participant deferral / active EE | $2,553 | $4,369-41.6% | $5,792-55.9% | $3,192-20.0% |
| Admin fee / account holder | $2,024 | $5,032-59.8% | $7,406-72.7% | $4,297-52.9% |