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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 | $16,793 | $113,338-85.2% | $94,993-82.3% | $147,585-88.6% |
| Participation rate | 44.4% | 78.0%-33.5pp | 73.9%-29.4pp | 82.8%-38.4pp |
| Annual return | 18.98% | 20.80%-1.8pp | 27.14%-8.2pp | 578.58%-559.6pp |
| Employer contribution / active EE | $878 | $3,160-72.2% | $2,603-66.3% | $4,876-82.0% |
| Participant deferral / active EE | $1,130 | $3,777-70.1% | $3,317-65.9% | $5,439-79.2% |
| Admin fee / account holder | $2,991 | $6,063-50.7% | $4,960-39.7% | $10,886-72.5% |