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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 | $13,705 | $53,128-74.2% | $86,582-84.2% | $70,126-80.5% |
| Participation rate | 35.6% | 65.3%-29.7pp | 73.5%-38.0pp | 69.5%-34.0pp |
| Annual return | 13.14% | 27.66%-14.5pp | 965.08%-951.9pp | 73.15%-60.0pp |
| Employer contribution / active EE | $274 | $2,068-86.7% | $2,839-90.3% | $2,343-88.3% |
| Participant deferral / active EE | $1,005 | $2,695-62.7% | $3,609-72.2% | $3,332-69.8% |
| Admin fee / account holder | $529 | $3,584-85.2% | $4,904-89.2% | $4,645-88.6% |