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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 | $14,415 | $64,705-77.7% | $62,929-77.1% | $67,986-78.8% |
| Participation rate | 26.7% | 65.6%-38.9pp | 73.1%-46.4pp | 57.2%-30.5pp |
| Annual return | 23.86% | 20.31%+3.6pp | 1063.93%-1040.1pp | 31.67%-7.8pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,244 | $3,198-61.1% | $3,888-68.0% | $3,358-62.9% |
| Admin fee / account holder | $539 | $1,428-62.3% | $5,065-89.4% | $3,203-83.2% |