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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 | $8,040 | $144,130-94.4% | $117,861-93.2% | $147,586-94.6% |
| Participation rate | 40.9% | 83.4%-42.5pp | 79.7%-38.8pp | 82.8%-41.9pp |
| Annual return | 19.34% | 531.20%-511.9pp | 335.11%-315.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,861 | $5,316-65.0% | $4,482-58.5% | $5,439-65.8% |
| Admin fee / account holder | $910 | $10,887-91.6% | $8,021-88.6% | $10,886-91.6% |