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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 | $17,441 | $65,555-73.4% | $86,216-79.8% | $75,173-76.8% |
| Participation rate | 63.9% | 60.5%+3.4pp | 69.0%-5.1pp | 67.2%-3.3pp |
| Annual return | 47.13% | 46.07%+1.1pp | 1169.42%-1122.3pp | 160.72%-113.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,929 | $3,023+29.9% | $3,986-1.4% | $4,126-4.8% |
| Admin fee / account holder | $1,082 | $5,469-80.2% | $6,853-84.2% | $5,651-80.8% |