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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 | $7,346 | $152,592-95.2% | $125,180-94.1% | $152,885-95.2% |
| Participation rate | 65.2% | 83.3%-18.1pp | 79.8%-14.6pp | 82.5%-17.2pp |
| Annual return | 18.74% | 54.84%-36.1pp | 43.79%-25.1pp | 345.39%-326.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,152 | $5,868-63.3% | $4,937-56.4% | $5,851-63.2% |
| Admin fee / account holder | $2,655 | $13,435-80.2% | $9,703-72.6% | $11,598-77.1% |