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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 | $14,834 | $105,200-85.9% | $159,474-90.7% | $85,847-82.7% |
| Participation rate | 32.7% | 75.8%-43.1pp | 82.8%-50.1pp | 69.3%-36.6pp |
| Annual return | 16.90% | 45.08%-28.2pp | 263.68%-246.8pp | 318.61%-301.7pp |
| Employer contribution / active EE | $870 | $3,319-73.8% | $4,831-82.0% | $2,565-66.1% |
| Participant deferral / active EE | $2,542 | $5,946-57.3% | $7,353-65.4% | $3,952-35.7% |
| Admin fee / account holder | $1,329 | $6,934-80.8% | $10,802-87.7% | $6,261-78.8% |