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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 | $17,202 | $78,707-78.1% | $117,861-85.4% | $70,126-75.5% |
| Participation rate | 32.4% | 73.2%-40.8pp | 79.7%-47.3pp | 69.5%-37.2pp |
| Annual return | 17.47% | 23.30%-5.8pp | 335.11%-317.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,873 | $3,297-43.2% | $4,482-58.2% | $3,332-43.8% |
| Admin fee / account holder | $435 | $5,066-91.4% | $8,021-94.6% | $4,645-90.6% |