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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 | $12,428 | $52,678-76.4% | $75,784-83.6% | $59,633-79.2% |
| Participation rate | 66.0% | 67.2%-1.2pp | 75.8%-9.8pp | 68.7%-2.7pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $819 | $2,193-62.7% | $3,323-75.4% | $2,203-62.8% |
| Participant deferral / active EE | $1,588 | $2,591-38.7% | $3,652-56.5% | $3,192-50.2% |
| Admin fee / account holder | $762 | $3,610-78.9% | $5,300-85.6% | $4,297-82.3% |