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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 | $12,722 | $162,821-92.2% | $133,978-90.5% | $158,982-92.0% |
| Participation rate | 28.6% | 83.2%-54.7pp | 79.8%-51.3pp | 82.0%-53.4pp |
| Annual return | 26.94% | 41.95%-15.0pp | 45.10%-18.2pp | 302.99%-276.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,774 | $5,910-53.1% | $5,047-45.1% | $5,983-53.6% |
| Admin fee / account holder | $3,350 | $11,742-71.5% | $8,930-62.5% | $11,252-70.2% |