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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 | $17,647 | $76,551-76.9% | $123,894-85.8% | $62,881-71.9% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 29.73% | 18.68%+11.1pp | 47.52%-17.8pp | 20.14%+9.6pp |
| Employer contribution / active EE | $3,007 | $2,882+4.3% | $4,617-34.9% | $2,281+31.8% |
| Participant deferral / active EE | $5,178 | $4,840+7.0% | $5,984-13.5% | $3,203+61.7% |
| Admin fee / account holder | $1,553 | $4,826-67.8% | $8,357-81.4% | $4,296-63.8% |