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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 | $17,094 | $135,956-87.4% | $123,894-86.2% | $273,972-93.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 15.31% | 56.63%-41.3pp | 47.52%-32.2pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,303 | $5,170-74.8% | $4,617-71.8% | $4,869-73.2% |
| Participant deferral / active EE | $6,802 | $6,343+7.2% | $5,984+13.7% | $5,287+28.6% |
| Admin fee / account holder | $1,846 | $9,817-81.2% | $8,357-77.9% | $10,133-81.8% |