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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 | $16,446 | $93,589-82.4% | $135,942-87.9% | $75,181-78.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 81.9%-39.1pp | 67.2%-24.3pp |
| Annual return | 28.49% | 30.90%-2.4pp | 68.28%-39.8pp | 160.69%-132.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,772 | $6,405-9.9% | $7,759-25.6% | $4,126+39.9% |
| Admin fee / account holder | $346 | $6,977-95.0% | $10,764-96.8% | $5,650-93.9% |