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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 | $3,883 | $97,125-96.0% | $86,233-95.5% | $137,256-97.2% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.0%-16.1pp | 80.0%-27.0pp |
| Annual return | 13.96% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $953 | $5,180-81.6% | $4,559-79.1% | $6,407-85.1% |
| Admin fee / account holder | $1,123 | $9,725-88.5% | $8,342-86.5% | $12,270-90.9% |