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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 | $16,596 | $98,760-83.2% | $149,715-88.9% | $79,858-79.2% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.5pp |
| Annual return | 35.45% | 27.43%+8.0pp | 276.66%-241.2pp | 31.72%+3.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,679 | $5,681-17.6% | $6,842-31.6% | $3,740+25.1% |
| Admin fee / account holder | $766 | $6,053-87.4% | $9,310-91.8% | $5,306-85.6% |