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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 | $7,817 | $172,111-95.5% | $150,298-94.8% | $137,256-94.3% |
| Participation rate | 47.4% | 81.7%-34.3pp | 77.8%-30.4pp | 80.0%-32.6pp |
| Annual return | 31.67% | 69.37%-37.7pp | 62.79%-31.1pp | 220.34%-188.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,504 | $6,166-59.4% | $5,453-54.1% | $6,407-60.9% |
| Admin fee / account holder | $632 | $16,471-96.2% | $14,116-95.5% | $12,270-94.8% |