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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 | $15,659 | $98,776-84.1% | $149,745-89.5% | $79,856-80.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 23.32% | 27.38%-4.1pp | 276.72%-253.4pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,198 | $3,217-62.8% | $4,646-74.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,725 | $5,681-52.0% | $6,843-60.2% | $3,741-27.2% |
| Admin fee / account holder | $832 | $6,053-86.3% | $9,312-91.1% | $5,306-84.3% |