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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 | $6,285 | $132,099-95.2% | $115,599-94.6% | $138,895-95.5% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.3%-18.7pp | 79.9%-24.4pp |
| Annual return | 13.13% | 176.76%-163.6pp | 111.10%-98.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $397 | $15,650-97.5% | $12,841-96.9% | $12,562-96.8% |