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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 | $13,191 | $89,367-85.2% | $141,191-90.7% | $72,975-81.9% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.5%-25.8pp | 69.5%-12.8pp |
| Annual return | 26.95% | 111.87%-84.9pp | 71.41%-44.5pp | 81.01%-54.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,791 | $5,419-11.6% | $6,710-28.6% | $3,608+32.8% |
| Admin fee / account holder | $2,864 | $5,957-51.9% | $10,264-72.1% | $5,124-44.1% |