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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 | $10,879 | $50,972-78.7% | $88,538-87.7% | $72,975-85.1% |
| Participation rate | 28.9% | 63.4%-34.5pp | 68.7%-39.9pp | 69.5%-40.6pp |
| Annual return | 27.30% | 29.62%-2.3pp | 43.64%-16.3pp | 81.01%-53.7pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $964 | $2,230-56.8% | $2,914-66.9% | $3,608-73.3% |
| Admin fee / account holder | $393 | $3,230-87.8% | $4,310-90.9% | $5,124-92.3% |