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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 | $18,713 | $87,733-78.7% | $106,551-82.4% | $85,856-78.2% |
| Participation rate | 41.7% | 71.9%-30.3pp | 76.1%-34.5pp | 69.3%-27.7pp |
| Annual return | 30.36% | 21.86%+8.5pp | 26.80%+3.6pp | 318.58%-288.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,884 | $3,469-45.7% | $4,398-57.2% | $3,952-52.3% |
| Admin fee / account holder | $1,405 | $6,767-79.2% | $7,408-81.0% | $6,261-77.6% |