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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 | $15,425 | $162,812-90.5% | $133,971-88.5% | $158,966-90.3% |
| Participation rate | 53.3% | 83.2%-29.9pp | 79.8%-26.5pp | 82.0%-28.6pp |
| Annual return | 20.75% | 41.94%-21.2pp | 45.09%-24.3pp | 302.95%-282.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,442 | $5,910-58.7% | $5,047-51.6% | $5,983-59.2% |
| Admin fee / account holder | $1,131 | $11,741-90.4% | $8,929-87.3% | $11,250-89.9% |