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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 | $12,778 | $125,190-89.8% | $105,624-87.9% | $145,897-91.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 12.45% | 225.22%-212.8pp | 116.20%-103.8pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,075 | $3,720-71.1% | $3,168-66.1% | $4,663-76.9% |
| Participant deferral / active EE | $2,510 | $5,716-56.1% | $5,013-49.9% | $6,689-62.5% |
| Admin fee / account holder | $2,036 | $17,138-88.1% | $10,961-81.4% | $13,390-84.8% |