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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 | $8,910 | $63,355-85.9% | $91,994-90.3% | $72,983-87.8% |
| Participation rate | 67.5% | 72.5%-5.0pp | 78.6%-11.1pp | 69.5%-2.0pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.03%-69.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $4,196 | $2,116+98.4% | $3,452+21.6% | $2,440+72.0% |
| Participant deferral / active EE | $7,845 | $4,883+60.7% | $5,923+32.4% | $3,608+117.5% |
| Admin fee / account holder | $385 | $4,668-91.7% | $7,743-95.0% | $5,124-92.5% |