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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 | $21,007 | $96,731-78.3% | $123,973-83.1% | $86,983-75.8% |
| Participation rate | 40.6% | 70.0%-29.4pp | 76.7%-36.0pp | 69.5%-28.9pp |
| Annual return | 12.22% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,129 | $4,152-48.7% | $5,247-59.4% | $4,194-49.2% |
| Admin fee / account holder | $1,630 | $8,722-81.3% | $11,799-86.2% | $7,856-79.3% |