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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 | $8,039 | $114,119-93.0% | $107,187-92.5% | $138,895-94.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 19.36% | 273.21%-253.9pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,887 | $5,538-65.9% | $5,096-63.0% | $6,396-70.5% |
| Admin fee / account holder | $4,562 | $10,024-54.5% | $9,162-50.2% | $12,562-63.7% |