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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 | $8,655 | $45,041-80.8% | $63,003-86.3% | $70,131-87.7% |
| Participation rate | 57.4% | 69.5%-12.1pp | 74.8%-17.4pp | 69.5%-12.1pp |
| Annual return | 14.04% | 18.76%-4.7pp | 87.59%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,888 | $2,465-23.4% | $3,329-43.3% | $3,332-43.3% |
| Admin fee / account holder | $344 | $2,836-87.9% | $3,600-90.5% | $4,645-92.6% |