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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 | $18,206 | $70,486-74.2% | $100,528-81.9% | $79,852-77.2% |
| Participation rate | 35.8% | 73.6%-37.8pp | 79.4%-43.6pp | 69.6%-33.8pp |
| Annual return | 32.62% | 21.90%+10.7pp | 30.90%+1.7pp | 31.72%+0.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,757 | $5,182-27.5% | $6,271-40.1% | $3,740+0.5% |
| Admin fee / account holder | $1,274 | $4,480-71.6% | $8,084-84.2% | $5,306-76.0% |