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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 | $34,444 | $143,969-76.1% | $199,883-82.8% | $82,637-58.3% |
| Participation rate | 0.0% | 84.1%-84.1pp | 86.8%-86.8pp | 68.1%-68.1pp |
| Annual return | 17.24% | 25.67%-8.4pp | 43.81%-26.6pp | 53.51%-36.3pp |
| Employer contribution / active EE | $5,092 | $4,632+9.9% | $6,261-18.7% | $2,552+99.5% |
| Participant deferral / active EE | $4,285 | $6,937-38.2% | $9,138-53.1% | $4,126+3.9% |
| Admin fee / account holder | $5,446 | $14,597-62.7% | $17,268-68.5% | $7,339-25.8% |