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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 | $17,416 | $102,422-83.0% | $147,117-88.2% | $80,959-78.5% |
| Participation rate | 40.4% | 75.9%-35.4pp | 82.2%-41.8pp | 67.7%-27.2pp |
| Annual return | 18.93% | 135.16%-116.2pp | 420.54%-401.6pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,168 | $3,717-68.6% | $4,932-76.3% | $2,757-57.6% |
| Participant deferral / active EE | $2,826 | $6,652-57.5% | $8,065-65.0% | $4,300-34.3% |
| Admin fee / account holder | $1,260 | $7,953-84.2% | $12,993-90.3% | $6,925-81.8% |