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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 | $10,256 | $75,963-86.5% | $97,995-89.5% | $70,126-85.4% |
| Participation rate | 22.2% | 77.0%-54.7pp | 82.4%-60.2pp | 69.5%-47.3pp |
| Annual return | 0.00% | 19.26%-19.3pp | 23.94%-23.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,034 | $3,278-68.5% | $4,158-75.1% | $2,343-55.9% |
| Participant deferral / active EE | $2,086 | $4,053-48.5% | $5,097-59.1% | $3,332-37.4% |
| Admin fee / account holder | $366 | $5,407-93.2% | $5,943-93.8% | $4,645-92.1% |