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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 | $8,576 | $64,920-86.8% | $103,693-91.7% | $86,983-90.1% |
| Participation rate | 53.8% | 63.6%-9.7pp | 72.6%-18.8pp | 69.5%-15.7pp |
| Annual return | 18.08% | 30.29%-12.2pp | 47.61%-29.5pp | 25.83%-7.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,249 | $3,241-61.5% | $4,579-72.7% | $4,194-70.2% |
| Admin fee / account holder | $906 | $6,191-85.4% | $7,858-88.5% | $7,856-88.5% |