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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 | $15,724 | $78,707-80.0% | $117,861-86.7% | $70,126-77.6% |
| Participation rate | 47.6% | 73.2%-25.6pp | 79.7%-32.0pp | 69.5%-21.9pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,561 | $3,297-22.3% | $4,482-42.9% | $3,332-23.1% |
| Admin fee / account holder | $305 | $5,066-94.0% | $8,021-96.2% | $4,645-93.4% |