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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 | $36,770 | $109,620-66.5% | $148,496-75.2% | $94,015-60.9% |
| Participation rate | 0.0% | 71.3%-71.3pp | 76.0%-76.0pp | 70.8%-70.8pp |
| Annual return | 13.32% | 17.54%-4.2pp | 12.33%+1.0pp | 17.84%-4.5pp |
| Employer contribution / active EE | $1,510 | $2,618-42.3% | $3,497-56.8% | $2,790-45.9% |
| Participant deferral / active EE | $3,432 | $3,831-10.4% | $4,808-28.6% | $4,249-19.2% |
| Admin fee / account holder | $7,929 | $10,050-21.1% | $19,547-59.4% | $8,951-11.4% |