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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 | $18,435 | $96,236-80.8% | $136,072-86.5% | $80,935-77.2% |
| Participation rate | 40.5% | 71.2%-30.7pp | 76.4%-35.9pp | 67.7%-27.1pp |
| Annual return | 12.76% | 28.74%-16.0pp | 580.46%-567.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,341 | $3,350-60.0% | $4,216-68.2% | $2,757-51.3% |
| Participant deferral / active EE | $2,059 | $5,709-63.9% | $7,028-70.7% | $4,299-52.1% |
| Admin fee / account holder | $793 | $8,250-90.4% | $6,718-88.2% | $6,924-88.5% |