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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 | $11,106 | $61,356-81.9% | $149,696-92.6% | $71,511-84.5% |
| Participation rate | 37.3% | 62.5%-25.2pp | 78.8%-41.5pp | 67.9%-30.6pp |
| Annual return | 21.57% | 35.86%-14.3pp | 134.46%-112.9pp | 28.86%-7.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,207 | $2,920-58.7% | $5,682-78.8% | $4,291-71.9% |
| Admin fee / account holder | $1,991 | $1,263+57.6% | $13,212-84.9% | $1,588+25.4% |