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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 | $12,182 | $59,186-79.4% | $76,768-84.1% | $56,287-78.4% |
| Participation rate | 41.8% | 75.2%-33.4pp | 77.0%-35.2pp | 69.9%-28.0pp |
| Annual return | 66.35% | 6.62%+59.7pp | 2.43%+63.9pp | -9.96%+76.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,454 | $3,255+6.1% | $3,852-10.3% | $3,350+3.1% |
| Admin fee / account holder | $4,461 | $489+812.1% | $6,675-33.2% | $521+756.3% |