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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 | $13,302 | $62,166-78.6% | $81,353-83.6% | $74,459-82.1% |
| Participation rate | 27.0% | 64.1%-37.1pp | 69.5%-42.6pp | 67.2%-40.3pp |
| Annual return | 21.84% | 16.50%+5.3pp | 24.82%-3.0pp | 1369.70%-1347.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,646 | $3,223-48.9% | $3,885-57.6% | $4,350-62.2% |
| Admin fee / account holder | $3,958 | $1,925+105.7% | $5,766-31.4% | $1,945+103.5% |