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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 | $9,291 | $115,917-92.0% | $100,535-90.8% | $158,982-94.2% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.1pp | 82.0%-45.6pp |
| Annual return | 31.40% | 34.80%-3.4pp | 30.90%+0.5pp | 302.99%-271.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,116 | $6,677-53.3% | $6,271-50.3% | $5,983-47.9% |
| Admin fee / account holder | $808 | $11,002-92.7% | $8,085-90.0% | $11,252-92.8% |