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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 | $17,438 | $103,387-83.1% | $87,102-80.0% | $152,885-88.6% |
| Participation rate | 36.4% | 79.4%-43.0pp | 76.9%-40.5pp | 82.5%-46.1pp |
| Annual return | 14.78% | 28.10%-13.3pp | 28.19%-13.4pp | 345.39%-330.6pp |
| Employer contribution / active EE | $825 | $3,221-74.4% | $2,521-67.3% | $4,763-82.7% |
| Participant deferral / active EE | $1,881 | $4,778-60.6% | $4,048-53.5% | $5,851-67.8% |
| Admin fee / account holder | $6,349 | $12,193-47.9% | $7,491-15.2% | $11,598-45.3% |