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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 | $15,288 | $81,457-81.2% | $103,378-85.2% | $80,911-81.1% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 11.68% | 25.58%-13.9pp | 24.91%-13.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,719 | $3,871-55.6% | $5,058-66.0% | $4,297-60.0% |
| Admin fee / account holder | $1,225 | $6,717-81.8% | $8,401-85.4% | $6,935-82.3% |