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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 | $17,198 | $59,456-71.1% | $93,669-81.6% | $74,429-76.9% |
| Participation rate | 30.6% | 59.6%-29.1pp | 68.7%-38.1pp | 67.2%-36.6pp |
| Annual return | 10.82% | 82.00%-71.2pp | 133.59%-122.8pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $442 | $1,266-65.1% | $2,424-81.8% | $2,625-83.2% |
| Participant deferral / active EE | $1,741 | $3,052-42.9% | $4,416-60.6% | $4,348-60.0% |
| Admin fee / account holder | $1,694 | $3,026-44.0% | $8,291-79.6% | $1,944-12.9% |