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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 | $11,317 | $95,415-88.1% | $185,851-93.9% | $85,851-86.8% |
| Participation rate | 51.1% | 68.8%-17.7pp | 81.7%-30.6pp | 69.3%-18.3pp |
| Annual return | 12.19% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $726 | $3,314-78.1% | $5,168-85.9% | $2,565-71.7% |
| Participant deferral / active EE | $1,662 | $3,424-51.4% | $5,569-70.1% | $3,952-57.9% |
| Admin fee / account holder | $648 | $7,215-91.0% | $16,245-96.0% | $6,261-89.7% |