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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 | $15,376 | $48,364-68.2% | $71,796-78.6% | $62,881-75.5% |
| Participation rate | 31.4% | 60.6%-29.2pp | 69.1%-37.7pp | 69.3%-37.9pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $598 | $1,042-42.6% | $1,924-68.9% | $2,281-73.8% |
| Participant deferral / active EE | $1,126 | $2,091-46.2% | $2,794-59.7% | $3,203-64.8% |
| Admin fee / account holder | $1,842 | $3,771-51.2% | $4,815-61.8% | $4,296-57.1% |