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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 | $17,214 | $108,825-84.2% | $156,181-89.0% | $82,448-79.1% |
| Participation rate | 48.9% | 72.4%-23.4pp | 78.8%-29.9pp | 68.1%-19.1pp |
| Annual return | 15.15% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,859 | $4,577-15.7% | $6,132-37.1% | $4,139-6.8% |
| Admin fee / account holder | $1,408 | $9,341-84.9% | $14,586-90.3% | $7,234-80.5% |