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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 | $13,580 | $85,171-84.1% | $172,752-92.1% | $72,975-81.4% |
| Participation rate | 29.5% | 70.1%-40.5pp | 82.6%-53.1pp | 69.5%-39.9pp |
| Annual return | 24.16% | 27.32%-3.2pp | 802.97%-778.8pp | 81.01%-56.9pp |
| Employer contribution / active EE | $685 | $3,324-79.4% | $5,144-86.7% | $2,440-71.9% |
| Participant deferral / active EE | $1,569 | $3,260-51.9% | $5,198-69.8% | $3,608-56.5% |
| Admin fee / account holder | $3,921 | $5,880-33.3% | $13,955-71.9% | $5,124-23.5% |