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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 | $14,102 | $70,666-80.0% | $169,385-91.7% | $75,181-81.2% |
| Participation rate | 54.8% | 64.8%-9.9pp | 77.2%-22.3pp | 67.2%-12.4pp |
| Annual return | 14.07% | 36.37%-22.3pp | 405.82%-391.7pp | 160.69%-146.6pp |
| Employer contribution / active EE | $484 | $2,210-78.1% | $4,012-87.9% | $2,671-81.9% |
| Participant deferral / active EE | $2,211 | $4,308-48.7% | $6,221-64.5% | $4,126-46.4% |
| Admin fee / account holder | $2,779 | $5,402-48.6% | $9,011-69.2% | $5,650-50.8% |