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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 | $19,363 | $89,370-78.3% | $141,197-86.3% | $72,976-73.5% |
| Participation rate | 49.2% | 75.1%-25.9pp | 82.5%-33.3pp | 69.5%-20.3pp |
| Annual return | 20.18% | 111.88%-91.7pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,441 | $3,115-53.7% | $4,736-69.6% | $2,440-40.9% |
| Participant deferral / active EE | $3,581 | $5,419-33.9% | $6,710-46.6% | $3,608-0.8% |
| Admin fee / account holder | $1,312 | $5,957-78.0% | $10,265-87.2% | $5,124-74.4% |