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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 | $14,339 | $178,174-92.0% | $156,181-90.8% | $137,256-89.6% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 24.10% | 84.19%-60.1pp | 64.87%-40.8pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,394 | $6,888-7.2% | $6,132+4.3% | $6,407-0.2% |
| Admin fee / account holder | $3,279 | $17,404-81.2% | $14,586-77.5% | $12,270-73.3% |