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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 | $16,736 | $78,707-78.7% | $117,861-85.8% | $70,126-76.1% |
| Participation rate | 35.9% | 73.2%-37.3pp | 79.7%-43.7pp | 69.5%-33.6pp |
| Annual return | 18.58% | 23.30%-4.7pp | 335.11%-316.5pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,049 | $2,223-52.8% | $3,786-72.3% | $2,343-55.2% |
| Participant deferral / active EE | $1,556 | $3,297-52.8% | $4,482-65.3% | $3,332-53.3% |
| Admin fee / account holder | $401 | $5,066-92.1% | $8,021-95.0% | $4,645-91.4% |