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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 | $11,374 | $45,119-74.8% | $85,126-86.6% | $74,429-84.7% |
| Participation rate | 12.7% | 49.4%-36.6pp | 67.5%-54.8pp | 67.2%-54.5pp |
| Annual return | 13.54% | 26.28%-12.7pp | 66.63%-53.1pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $915 | $2,738-66.6% | $4,523-79.8% | $4,348-79.0% |
| Admin fee / account holder | $3,327 | $2,214+50.3% | $6,160-46.0% | $1,944+71.1% |