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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 | $11,528 | $90,486-87.3% | $78,676-85.3% | $273,972-95.8% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 7.55% | 75.62%-68.1pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,152 | $3,901-44.8% | $3,517-38.8% | $5,287-59.3% |
| Admin fee / account holder | $501 | $5,263-90.5% | $4,510-88.9% | $10,133-95.1% |