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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 | $12,975 | $115,814-88.8% | $101,275-87.2% | $158,982-91.8% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 17.23% | 56.16%-38.9pp | 46.48%-29.3pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,941 | $4,176-53.5% | $3,660-47.0% | $4,763-59.2% |
| Participant deferral / active EE | $2,711 | $4,958-45.3% | $4,371-38.0% | $5,983-54.7% |
| Admin fee / account holder | $1,015 | $7,249-86.0% | $5,948-82.9% | $11,252-91.0% |