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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 | $4,653 | $78,707-94.1% | $117,861-96.1% | $70,126-93.4% |
| Participation rate | 62.8% | 73.2%-10.4pp | 79.7%-16.9pp | 69.5%-6.7pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,046 | $2,223-52.9% | $3,786-72.4% | $2,343-55.3% |
| Participant deferral / active EE | $2,586 | $3,297-21.6% | $4,482-42.3% | $3,332-22.4% |
| Admin fee / account holder | $455 | $5,066-91.0% | $8,021-94.3% | $4,645-90.2% |