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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 | $25,385 | $162,821-84.4% | $133,978-81.1% | $158,982-84.0% |
| Participation rate | 38.1% | 83.2%-45.1pp | 79.8%-41.7pp | 82.0%-43.9pp |
| Annual return | 34.56% | 41.95%-7.4pp | 45.10%-10.5pp | 302.99%-268.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,982 | $5,910-66.5% | $5,047-60.7% | $5,983-66.9% |
| Admin fee / account holder | $624 | $11,742-94.7% | $8,930-93.0% | $11,252-94.5% |