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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 | $8,409 | $52,911-84.1% | $73,309-88.5% | $59,633-85.9% |
| Participation rate | 44.6% | 68.2%-23.6pp | 74.9%-30.3pp | 68.7%-24.0pp |
| Annual return | 37.52% | 12.20%+25.3pp | 5.67%+31.8pp | 2041.45%-2003.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,998 | $4,069-26.3% | $4,991-39.9% | $3,192-6.1% |
| Admin fee / account holder | $611 | $3,835-84.1% | $5,635-89.1% | $4,297-85.8% |