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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 | $12,453 | $107,944-88.5% | $91,994-86.5% | $152,885-91.9% |
| Participation rate | 58.8% | 81.2%-22.4pp | 78.6%-19.8pp | 82.5%-23.6pp |
| Annual return | 24.89% | 89.26%-64.4pp | 69.03%-44.1pp | 345.39%-320.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,100 | $6,365-51.3% | $5,923-47.7% | $5,851-47.0% |
| Admin fee / account holder | $6,104 | $10,521-42.0% | $7,743-21.2% | $11,598-47.4% |