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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 | $16,393 | $65,041-74.8% | $90,965-82.0% | $79,858-79.5% |
| Participation rate | 55.0% | 61.6%-6.6pp | 69.0%-14.0pp | 69.6%-14.6pp |
| Annual return | 15.11% | 30.45%-15.3pp | 134.57%-119.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,678 | $2,512-33.2% | $3,373-50.3% | $3,740-55.1% |
| Admin fee / account holder | $821 | $4,536-81.9% | $5,960-86.2% | $5,306-84.5% |