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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 | $17,932 | $89,364-79.9% | $141,177-87.3% | $72,983-75.4% |
| Participation rate | 53.6% | 75.1%-21.6pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 51.91% | 111.86%-60.0pp | 71.40%-19.5pp | 81.01%-29.1pp |
| Employer contribution / active EE | $1,543 | $3,115-50.5% | $4,736-67.4% | $2,440-36.8% |
| Participant deferral / active EE | $2,954 | $5,419-45.5% | $6,710-56.0% | $3,608-18.1% |
| Admin fee / account holder | $2,073 | $5,959-65.2% | $10,263-79.8% | $5,124-59.6% |