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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 | $15,743 | $62,672-74.9% | $185,117-91.5% | $70,126-77.6% |
| Participation rate | 22.7% | 63.8%-41.1pp | 77.3%-54.5pp | 69.5%-46.8pp |
| Annual return | 22.21% | 40.79%-18.6pp | 40.50%-18.3pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,546 | $3,272-52.7% | $5,045-69.3% | $3,332-53.6% |
| Admin fee / account holder | $1,490 | $3,932-62.1% | $8,159-81.7% | $4,645-67.9% |