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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 | $16,071 | $148,623-89.2% | $135,974-88.2% | $139,466-88.5% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 23.85% | 79.30%-55.5pp | 68.30%-44.5pp | 373.66%-349.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,186 | $8,103-60.7% | $7,760-58.9% | $6,712-52.5% |
| Admin fee / account holder | $970 | $12,406-92.2% | $10,767-91.0% | $11,409-91.5% |