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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 | $6,704 | $65,395-89.7% | $182,540-96.3% | $72,975-90.8% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $797 | $1,911-58.3% | $4,076-80.4% | $2,440-67.3% |
| Participant deferral / active EE | $2,756 | $3,563-22.6% | $5,525-50.1% | $3,608-23.6% |
| Admin fee / account holder | $347 | $4,245-91.8% | $8,593-96.0% | $5,124-93.2% |