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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 | $12,774 | $92,219-86.1% | $76,766-83.4% | $135,382-90.6% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,820 | $3,216-43.4% | $2,485-26.8% | $4,779-61.9% |
| Participant deferral / active EE | $9,336 | $4,508+107.1% | $3,851+142.4% | $5,609+66.5% |
| Admin fee / account holder | $1,137 | $10,749-89.4% | $6,675-83.0% | $10,829-89.5% |