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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 | $13,810 | $152,619-91.0% | $125,195-89.0% | $152,909-91.0% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 34.87% | 54.85%-20.0pp | 43.79%-8.9pp | 345.46%-310.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,742 | $5,869-2.2% | $4,937+16.3% | $5,851-1.9% |
| Admin fee / account holder | $427 | $13,437-96.8% | $9,704-95.6% | $11,601-96.3% |