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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 | $4,325 | $183,516-97.6% | $155,534-97.2% | $145,884-97.0% |
| Participation rate | 65.0% | 82.7%-17.7pp | 78.2%-13.2pp | 80.3%-15.3pp |
| Annual return | 14.40% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,095 | $6,467-67.6% | $5,630-62.8% | $6,690-68.7% |
| Admin fee / account holder | $1,950 | $19,293-89.9% | $15,900-87.7% | $13,392-85.4% |