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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 | $4,921 | $140,578-96.5% | $100,671-95.1% | $125,389-96.1% |
| Participation rate | 41.7% | 80.4%-38.7pp | 70.7%-29.0pp | 83.2%-41.5pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,761 | $3,981-30.7% | $3,144-12.2% | $5,352-48.4% |
| Admin fee / account holder | $19,508 | $6,716+190.5% | $4,850+302.2% | $9,541+104.5% |