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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 | $18,304 | $82,133-77.7% | $147,318-87.6% | $64,097-71.4% |
| Participation rate | 48.5% | 62.3%-13.8pp | 82.1%-33.6pp | 55.2%-6.7pp |
| Annual return | 18.92% | 78.78%-59.9pp | 70.43%-51.5pp | 34.64%-15.7pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,746 | $5,407-49.2% | $7,906-65.3% | $3,080-10.8% |
| Admin fee / account holder | $2,067 | $3,730-44.6% | $13,708-84.9% | $3,454-40.2% |