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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 | $7,446 | $114,119-93.5% | $107,187-93.1% | $138,895-94.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 17.71% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,224 | $5,538-41.8% | $5,096-36.7% | $6,396-49.6% |
| Admin fee / account holder | $491 | $10,024-95.1% | $9,162-94.6% | $12,562-96.1% |