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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 | $15,586 | $91,559-83.0% | $133,971-88.4% | $79,852-80.5% |
| Participation rate | 55.4% | 73.3%-18.0pp | 79.8%-24.5pp | 69.6%-14.3pp |
| Annual return | 13.32% | 61.85%-48.5pp | 45.09%-31.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,135 | $2,384-52.4% | $3,919-71.0% | $2,471-54.1% |
| Participant deferral / active EE | $2,931 | $3,734-21.5% | $5,047-41.9% | $3,740-21.6% |
| Admin fee / account holder | $3,717 | $6,321-41.2% | $8,929-58.4% | $5,306-30.0% |