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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 | $11,635 | $52,580-77.9% | $71,671-83.8% | $70,126-83.4% |
| Participation rate | 26.2% | 60.9%-34.7pp | 68.7%-42.6pp | 69.5%-43.3pp |
| Annual return | 16.75% | 20.25%-3.5pp | 20.65%-3.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $991 | $2,386-58.5% | $3,438-71.2% | $3,332-70.2% |
| Admin fee / account holder | $330 | $3,653-91.0% | $5,558-94.1% | $4,645-92.9% |