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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 | $16,738 | $63,346-73.6% | $92,240-81.9% | $70,126-76.1% |
| Participation rate | 60.4% | 68.7%-8.3pp | 76.5%-16.1pp | 69.5%-9.2pp |
| Annual return | 19.28% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,357 | $2,471-45.1% | $3,680-63.1% | $2,343-42.1% |
| Participant deferral / active EE | $2,202 | $2,854-22.8% | $3,897-43.5% | $3,332-33.9% |
| Admin fee / account holder | $446 | $3,841-88.4% | $5,194-91.4% | $4,645-90.4% |