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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 | $16,287 | $110,212-85.2% | $96,534-83.1% | $139,466-88.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 19.62% | 26.42%-6.8pp | 25.88%-6.3pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,310 | $5,547-22.3% | $4,851-11.2% | $6,712-35.8% |
| Admin fee / account holder | $5,186 | $11,599-55.3% | $8,253-37.2% | $11,409-54.5% |