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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 | $10,679 | $211,288-94.9% | $178,540-94.0% | $145,884-92.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.19% | 30.27%-16.1pp | 27.15%-13.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $900 | $4,574-80.3% | $3,953-77.2% | $4,662-80.7% |
| Participant deferral / active EE | $1,806 | $6,967-74.1% | $6,281-71.3% | $6,690-73.0% |
| Admin fee / account holder | $862 | $12,105-92.9% | $10,424-91.7% | $13,392-93.6% |