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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 | $25,095 | $162,821-84.6% | $133,978-81.3% | $158,982-84.2% |
| Participation rate | 18.2% | 83.2%-65.0pp | 79.8%-61.7pp | 82.0%-63.8pp |
| Annual return | 24.49% | 41.95%-17.5pp | 45.10%-20.6pp | 302.99%-278.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,783 | $5,910-69.8% | $5,047-64.7% | $5,983-70.2% |
| Admin fee / account holder | $586 | $11,742-95.0% | $8,930-93.4% | $11,252-94.8% |