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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 | $13,120 | $85,766-84.7% | $136,297-90.4% | $70,131-81.3% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 14.41% | 31.45%-17.0pp | 5156.16%-5141.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $591 | $2,966-80.1% | $4,696-87.4% | $2,342-74.8% |
| Participant deferral / active EE | $2,979 | $5,051-41.0% | $6,247-52.3% | $3,332-10.6% |
| Admin fee / account holder | $1,205 | $5,420-77.8% | $9,244-87.0% | $4,645-74.1% |