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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 | $12,136 | $52,580-76.9% | $71,671-83.1% | $70,126-82.7% |
| Participation rate | 38.1% | 60.9%-22.8pp | 68.7%-30.7pp | 69.5%-31.4pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $609 | $1,616-62.3% | $2,460-75.3% | $2,343-74.0% |
| Participant deferral / active EE | $1,647 | $2,386-31.0% | $3,438-52.1% | $3,332-50.6% |
| Admin fee / account holder | $985 | $3,653-73.0% | $5,558-82.3% | $4,645-78.8% |