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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 | $12,929 | $176,786-92.7% | $146,643-91.2% | $167,536-92.3% |
| Participation rate | 52.2% | 83.6%-31.4pp | 80.1%-27.9pp | 82.1%-29.9pp |
| Annual return | 9.10% | 24.04%-14.9pp | 22.75%-13.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $1,166 | $5,161-77.4% | $4,137-71.8% | $4,839-75.9% |
| Participant deferral / active EE | $2,946 | $6,440-54.3% | $5,506-46.5% | $6,342-53.5% |
| Admin fee / account holder | $4,804 | $13,262-63.8% | $10,280-53.3% | $12,315-61.0% |