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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 | $8,020 | $100,805-92.0% | $86,698-90.7% | $134,532-94.0% |
| Participation rate | 63.2% | 79.0%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,185 | $3,490-37.4% | $2,837-23.0% | $4,741-53.9% |
| Participant deferral / active EE | $2,922 | $5,339-45.3% | $4,656-37.2% | $6,401-54.4% |
| Admin fee / account holder | $827 | $10,925-92.4% | $7,493-89.0% | $11,429-92.8% |