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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 | $17,079 | $89,367-80.9% | $141,191-87.9% | $72,975-76.6% |
| Participation rate | 55.7% | 75.1%-19.4pp | 82.5%-26.7pp | 69.5%-13.8pp |
| Annual return | 25.28% | 111.87%-86.6pp | 71.41%-46.1pp | 81.01%-55.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,077 | $5,419-43.2% | $6,710-54.1% | $3,608-14.7% |
| Admin fee / account holder | $4,609 | $5,957-22.6% | $10,264-55.1% | $5,124-10.1% |