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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 | $14,445 | $106,918-86.5% | $84,021-82.8% | $152,897-90.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 8.21% | 105.01%-96.8pp | 71.32%-63.1pp | 345.43%-337.2pp |
| Employer contribution / active EE | $700 | $2,735-74.4% | $1,984-64.7% | $4,764-85.3% |
| Participant deferral / active EE | $3,011 | $4,012-25.0% | $3,239-7.0% | $5,851-48.5% |
| Admin fee / account holder | $3,025 | $8,288-63.5% | $6,102-50.4% | $11,599-73.9% |