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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 | $12,944 | $55,437-76.7% | $155,534-91.7% | $74,459-82.6% |
| Participation rate | 47.7% | 61.9%-14.1pp | 78.2%-30.5pp | 67.2%-19.5pp |
| Annual return | 16.50% | 269.58%-253.1pp | 64.92%-48.4pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $1,126 | $2,266-50.3% | $4,675-75.9% | $2,626-57.1% |
| Participant deferral / active EE | $1,497 | $2,837-47.3% | $5,630-73.4% | $4,350-65.6% |
| Admin fee / account holder | $395 | $1,742-77.4% | $15,900-97.5% | $1,945-79.7% |