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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 | $192,962 | $468,795-58.8% | $183,086+5.4% | $468,795-58.8% |
| Participation rate | 60.0% | 85.1%-25.1pp | 80.0%-20.0pp | 85.1%-25.1pp |
| Annual return | 9.70% | 39.95%-30.3pp | 7.47%+2.2pp | 39.95%-30.3pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $43,769-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $4,743 | $10,110-53.1% | $4,7430% | $10,110-53.1% |
| Admin fee / account holder | $10,011 | $8,110+23.4% | $9,720+3.0% | $8,110+23.4% |