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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 | $11,287 | $178,174-93.7% | $156,181-92.8% | $137,256-91.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 19.84% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,489 | $6,888-20.3% | $6,132-10.5% | $6,407-14.3% |
| Admin fee / account holder | $2,454 | $17,404-85.9% | $14,586-83.2% | $12,270-80.0% |