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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 | $21,142 | $67,594-68.7% | $77,361-72.7% | $69,733-69.7% |
| Participation rate | 40.1% | 71.7%-31.6pp | 75.0%-34.8pp | 62.5%-22.3pp |
| Annual return | 27.17% | 19.20%+8.0pp | 1011.54%-984.4pp | 15.22%+11.9pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,610 | $3,401-52.7% | $3,911-58.8% | $3,054-47.3% |
| Admin fee / account holder | $408 | $1,159-64.8% | $5,894-93.1% | $3,102-86.8% |