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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 | $13,469 | $225,673-94.0% | $203,872-93.4% | $155,188-91.3% |
| Participation rate | 64.3% | 80.3%-16.0pp | 77.8%-13.5pp | 80.8%-16.5pp |
| Annual return | 14.46% | 95.91%-81.5pp | 85.11%-70.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,104 | $6,893-69.5% | $6,388-67.1% | $6,531-67.8% |
| Admin fee / account holder | $339 | $12,327-97.2% | $11,730-97.1% | $14,480-97.7% |