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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 | $13,013 | $172,758-92.5% | $149,600-91.3% | $138,895-90.6% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.8pp | 79.9%-46.6pp |
| Annual return | 13.01% | 181.17%-168.2pp | 129.59%-116.6pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,180-100.0% | $7,203-100.0% | $6,396-100.0% |
| Admin fee / account holder | $689 | $17,615-96.1% | $13,963-95.1% | $12,562-94.5% |