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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 | $8,902 | $62,592-85.8% | $85,693-89.6% | $85,856-89.6% |
| Participation rate | 28.6% | 61.1%-32.6pp | 69.9%-41.3pp | 69.3%-40.7pp |
| Annual return | 33.55% | 23.77%+9.8pp | 21.49%+12.1pp | 318.58%-285.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,081 | $2,802-25.7% | $3,923-46.9% | $3,952-47.3% |
| Admin fee / account holder | $488 | $4,643-89.5% | $6,874-92.9% | $6,261-92.2% |