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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 | $14,088 | $53,837-73.8% | $75,717-81.4% | $85,856-83.6% |
| Participation rate | 25.0% | 69.1%-44.1pp | 74.8%-49.8pp | 69.3%-44.3pp |
| Annual return | 12.65% | 24.54%-11.9pp | 104.58%-91.9pp | 318.58%-305.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,209 | $2,895-23.7% | $3,821-42.2% | $3,952-44.1% |
| Admin fee / account holder | $4,965 | $3,341+48.6% | $3,619+37.2% | $6,261-20.7% |