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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 | $19,983 | $176,105-88.7% | $159,474-87.5% | $167,536-88.1% |
| Participation rate | 45.5% | 85.0%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 18.98% | 331.91%-312.9pp | 263.68%-244.7pp | 478.82%-459.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,288 | $7,751-57.6% | $7,353-55.3% | $6,342-48.2% |
| Admin fee / account holder | $663 | $12,559-94.7% | $10,802-93.9% | $12,315-94.6% |