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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 | $13,433 | $118,877-88.7% | $96,570-86.1% | $167,536-92.0% |
| Participation rate | 68.8% | 75.5%-6.7pp | 69.8%-1.1pp | 82.1%-13.4pp |
| Annual return | 18.71% | 50.50%-31.8pp | 37.79%-19.1pp | 478.82%-460.1pp |
| Employer contribution / active EE | $851 | $3,121-72.7% | $2,357-63.9% | $4,839-82.4% |
| Participant deferral / active EE | $1,580 | $4,617-65.8% | $3,849-59.0% | $6,342-75.1% |
| Admin fee / account holder | $2,651 | $8,069-67.1% | $6,182-57.1% | $12,315-78.5% |