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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 | $93,345-80.8% | $119,126-84.9% | $87,485-79.5% |
| Participation rate | 68.8% | 68.7%0pp | 75.8%-7.0pp | 68.9%-0.2pp |
| Annual return | 19.15% | 19.08%+0.1pp | 282.11%-263.0pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,420 | $3,172-55.2% | $4,034-64.8% | $2,596-45.3% |
| Participant deferral / active EE | $3,345 | $4,099-18.4% | $5,318-37.1% | $4,274-21.7% |
| Admin fee / account holder | $727 | $8,039-91.0% | $10,693-93.2% | $7,775-90.7% |