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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 | $11,843 | $95,406-87.6% | $185,849-93.6% | $85,847-86.2% |
| Participation rate | 62.0% | 68.8%-6.7pp | 81.7%-19.7pp | 69.3%-7.3pp |
| Annual return | 16.50% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $873 | $3,314-73.6% | $5,169-83.1% | $2,565-66.0% |
| Participant deferral / active EE | $1,980 | $3,424-42.2% | $5,569-64.4% | $3,952-49.9% |
| Admin fee / account holder | $483 | $7,214-93.3% | $16,244-97.0% | $6,261-92.3% |