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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 | $11,179 | $148,629-92.5% | $135,982-91.8% | $139,487-92.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 25.25% | 79.33%-54.1pp | 68.32%-43.1pp | 373.84%-348.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,645 | $8,102-55.0% | $7,760-53.0% | $6,713-45.7% |
| Admin fee / account holder | $1,325 | $12,406-89.3% | $10,767-87.7% | $11,407-88.4% |