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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 | $10,812 | $42,546-74.6% | $71,796-84.9% | $55,167-80.4% |
| Participation rate | 37.6% | 59.1%-21.5pp | 69.1%-31.5pp | 69.0%-31.4pp |
| Annual return | 38.24% | 12.36%+25.9pp | 78.04%-39.8pp | 169.23%-131.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,150 | $2,064+4.2% | $2,794-23.0% | $3,054-29.6% |
| Admin fee / account holder | $477 | $650-26.5% | $4,815-90.1% | $504-5.3% |