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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 | $10,938 | $116,203-90.6% | $93,621-88.3% | $152,897-92.8% |
| Participation rate | 39.1% | 78.1%-38.9pp | 75.8%-36.7pp | 82.5%-43.3pp |
| Annual return | 26.95% | 35.96%-9.0pp | 32.76%-5.8pp | 345.43%-318.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,957 | $4,605-35.8% | $4,070-27.3% | $5,851-49.5% |
| Admin fee / account holder | $5,163 | $10,751-52.0% | $7,890-34.6% | $11,599-55.5% |