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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 | $9,528 | $91,179-89.5% | $178,499-94.7% | $79,852-88.1% |
| Participation rate | 21.3% | 69.2%-47.9pp | 81.9%-60.6pp | 69.6%-48.3pp |
| Annual return | 19.41% | 24.19%-4.8pp | 151.10%-131.7pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,068 | $3,236-67.0% | $5,202-79.5% | $3,740-71.4% |
| Admin fee / account holder | $812 | $6,749-88.0% | $13,986-94.2% | $5,306-84.7% |