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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 | $7,542 | $72,177-89.6% | $115,038-93.4% | $59,633-87.4% |
| Participation rate | 53.7% | 72.6%-18.9pp | 81.4%-27.7pp | 68.7%-15.0pp |
| Annual return | 14.15% | 12.02%+2.1pp | 26.14%-12.0pp | 2041.45%-2027.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,285 | $4,783-31.3% | $6,026-45.5% | $3,192+2.9% |
| Admin fee / account holder | $864 | $4,927-82.5% | $8,175-89.4% | $4,297-79.9% |