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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 | $198,637 | $575,287-65.5% | $185,628+7.0% | $575,287-65.5% |
| Participation rate | 57.1% | 88.5%-31.3pp | 78.6%-21.4pp | 88.5%-31.3pp |
| Annual return | 10.59% | 7.52%+3.1pp | 10.41%+0.2pp | 7.52%+3.1pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | $6,725-100.0% | $26,761-100.0% |
| Participant deferral / active EE | $4,813 | $6,006-19.9% | $4,8130% | $6,006-19.9% |
| Admin fee / account holder | $5,718 | $17,721-67.7% | $7,887-27.5% | $17,721-67.7% |