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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 | $15,744 | $72,486-78.3% | $87,103-81.9% | $72,976-78.4% |
| Participation rate | 58.7% | 72.8%-14.1pp | 76.9%-18.2pp | 69.5%-10.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $841 | $1,894-55.6% | $2,521-66.6% | $2,440-65.5% |
| Participant deferral / active EE | $3,000 | $3,270-8.3% | $4,049-25.9% | $3,608-16.8% |
| Admin fee / account holder | $372 | $5,055-92.6% | $7,491-95.0% | $5,124-92.7% |