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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 | $18,384 | $63,346-71.0% | $92,239-80.1% | $70,124-73.8% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 13.66% | 530.19%-516.5pp | 176.29%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $949 | $2,471-61.6% | $3,680-74.2% | $2,342-59.5% |
| Participant deferral / active EE | $2,879 | $2,854+0.9% | $3,897-26.1% | $3,332-13.6% |
| Admin fee / account holder | $1,197 | $3,841-68.8% | $5,194-77.0% | $4,645-74.2% |