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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 | $21,706 | $112,112-80.6% | $95,956-77.4% | $158,950-86.3% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 9.64% | 171.15%-161.5pp | 91.63%-82.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $798 | $3,199-75.1% | $2,541-68.6% | $4,762-83.3% |
| Participant deferral / active EE | $1,929 | $4,784-59.7% | $4,167-53.7% | $5,983-67.8% |
| Admin fee / account holder | $3,364 | $10,134-66.8% | $6,797-50.5% | $11,248-70.1% |