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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 | $19,098 | $118,708-83.9% | $98,920-80.7% | $158,982-88.0% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 28.99% | 372.49%-343.5pp | 196.47%-167.5pp | 302.99%-274.0pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,768 | $5,089+52.6% | $4,245+83.0% | $5,983+29.8% |
| Admin fee / account holder | $4,998 | $10,134-50.7% | $6,643-24.8% | $11,252-55.6% |