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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 | $25,546 | $78,705-67.5% | $117,860-78.3% | $70,124-63.6% |
| Participation rate | 19.7% | 73.2%-53.5pp | 79.7%-60.0pp | 69.5%-49.8pp |
| Annual return | 19.14% | 23.30%-4.2pp | 335.10%-316.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,716 | $3,297-48.0% | $4,482-61.7% | $3,332-48.5% |
| Admin fee / account holder | $358 | $5,065-92.9% | $8,021-95.5% | $4,645-92.3% |