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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 | $19,056 | $85,766-77.8% | $136,298-86.0% | $70,126-72.8% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 17.04% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,438 | $2,966-51.5% | $4,696-69.4% | $2,343-38.6% |
| Participant deferral / active EE | $2,837 | $5,051-43.8% | $6,247-54.6% | $3,332-14.8% |
| Admin fee / account holder | $2,263 | $5,421-58.3% | $9,244-75.5% | $4,645-51.3% |