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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 | $11,862 | $165,939-92.9% | $122,354-90.3% | $147,586-92.0% |
| Participation rate | 35.3% | 79.6%-44.3pp | 71.6%-36.3pp | 82.8%-47.5pp |
| Annual return | 25.47% | 34.56%-9.1pp | 30.28%-4.8pp | 578.59%-553.1pp |
| Employer contribution / active EE | $454 | $5,754-92.1% | $4,051-88.8% | $4,876-90.7% |
| Participant deferral / active EE | $1,780 | $4,005-55.6% | $3,287-45.9% | $5,439-67.3% |
| Admin fee / account holder | $1,399 | $7,425-81.2% | $5,479-74.5% | $10,886-87.1% |