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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 | $12,671 | $53,128-76.1% | $86,581-85.4% | $70,124-81.9% |
| Participation rate | 31.5% | 65.3%-33.8pp | 73.5%-42.1pp | 69.5%-38.1pp |
| Annual return | 19.84% | 27.66%-7.8pp | 965.06%-945.2pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,933 | $2,695-28.3% | $3,609-46.4% | $3,332-42.0% |
| Admin fee / account holder | $1,419 | $3,584-60.4% | $4,904-71.1% | $4,645-69.5% |