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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 | $13,890 | $85,766-83.8% | $136,297-89.8% | $70,124-80.2% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 17.34% | 31.45%-14.1pp | 5156.19%-5138.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,937 | $2,966-34.7% | $4,696-58.7% | $2,342-17.3% |
| Participant deferral / active EE | $2,937 | $5,051-41.9% | $6,247-53.0% | $3,332-11.9% |
| Admin fee / account holder | $5,225 | $5,420-3.6% | $9,244-43.5% | $4,645+12.5% |