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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 | $17,695 | $73,955-76.1% | $96,520-81.7% | $75,181-76.5% |
| Participation rate | 67.6% | 66.4%+1.2pp | 74.3%-6.7pp | 67.2%+0.4pp |
| Annual return | 59.43% | 26.72%+32.7pp | 35.72%+23.7pp | 160.69%-101.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,646 | $3,659-27.7% | $4,879-45.8% | $4,126-35.9% |
| Admin fee / account holder | $1,043 | $5,217-80.0% | $6,733-84.5% | $5,650-81.5% |