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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 | $8,532 | $77,638-89.0% | $156,551-94.5% | $62,881-86.4% |
| Participation rate | 18.4% | 71.2%-52.8pp | 84.0%-65.6pp | 69.3%-50.9pp |
| Annual return | 41.71% | 50.33%-8.6pp | 32.23%+9.5pp | 20.14%+21.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $846 | $3,046-72.2% | $4,871-82.6% | $3,203-73.6% |
| Admin fee / account holder | $781 | $5,561-86.0% | $13,028-94.0% | $4,296-81.8% |