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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 | $17,858 | $71,215-74.9% | $93,696-80.9% | $80,935-77.9% |
| Participation rate | 67.1% | 60.4%+6.7pp | 68.7%-1.6pp | 67.7%-0.6pp |
| Annual return | 13.74% | 11.27%+2.5pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,375 | $4,037-41.2% | $4,417-46.2% | $4,299-44.8% |
| Admin fee / account holder | $1,796 | $6,958-74.2% | $8,287-78.3% | $6,924-74.1% |