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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 | $18,113 | $167,353-89.2% | $143,797-87.4% | $134,545-86.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,419 | $5,620-57.0% | $4,952-51.2% | $4,742-49.0% |
| Participant deferral / active EE | $3,787 | $6,447-41.3% | $5,638-32.8% | $6,401-40.8% |
| Admin fee / account holder | $385 | $18,096-97.9% | $14,679-97.4% | $11,431-96.6% |