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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 | $15,649 | $63,346-75.3% | $92,240-83.0% | $70,126-77.7% |
| Participation rate | 54.4% | 68.7%-14.3pp | 76.5%-22.1pp | 69.5%-15.2pp |
| Annual return | 26.87% | 530.19%-503.3pp | 176.29%-149.4pp | 73.15%-46.3pp |
| Employer contribution / active EE | $557 | $2,471-77.5% | $3,680-84.9% | $2,343-76.2% |
| Participant deferral / active EE | $2,005 | $2,854-29.8% | $3,897-48.6% | $3,332-39.8% |
| Admin fee / account holder | $392 | $3,841-89.8% | $5,194-92.5% | $4,645-91.6% |