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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 | $15,024 | $106,923-85.9% | $84,023-82.1% | $152,909-90.2% |
| Participation rate | 34.8% | 75.3%-40.5pp | 69.0%-34.2pp | 82.5%-47.7pp |
| Annual return | 29.09% | 105.02%-75.9pp | 71.32%-42.2pp | 345.46%-316.4pp |
| Employer contribution / active EE | $418 | $2,735-84.7% | $1,984-78.9% | $4,764-91.2% |
| Participant deferral / active EE | $1,416 | $4,013-64.7% | $3,239-56.3% | $5,851-75.8% |
| Admin fee / account holder | $374 | $8,289-95.5% | $6,102-93.9% | $11,601-96.8% |