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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 | $18,615 | $77,817-76.1% | $123,553-84.9% | $64,173-71.0% |
| Participation rate | 35.4% | 74.7%-39.3pp | 82.3%-46.9pp | 69.6%-34.2pp |
| Annual return | 16.94% | 12.49%+4.5pp | 119.21%-102.3pp | 7.63%+9.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,871 | $5,240-45.2% | $6,426-55.3% | $3,470-17.3% |
| Admin fee / account holder | $474 | $5,519-91.4% | $9,284-94.9% | $4,887-90.3% |