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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 | $17,937 | $88,672-79.8% | $105,223-83.0% | $82,448-78.2% |
| Participation rate | 58.5% | 67.9%-9.4pp | 75.0%-16.5pp | 68.1%-9.5pp |
| Annual return | 68.70% | 30.86%+37.8pp | 180.65%-111.9pp | 41.64%+27.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,158 | $4,036-21.7% | $5,072-37.7% | $4,139-23.7% |
| Admin fee / account holder | $2,857 | $7,146-60.0% | $8,859-67.7% | $7,234-60.5% |