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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 | $14,339 | $102,422-86.0% | $147,117-90.3% | $80,959-82.3% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 17.74% | 135.16%-117.4pp | 420.54%-402.8pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,745 | $3,717-53.1% | $4,932-64.6% | $2,757-36.7% |
| Participant deferral / active EE | $2,714 | $6,652-59.2% | $8,065-66.3% | $4,300-36.9% |
| Admin fee / account holder | $714 | $7,953-91.0% | $12,993-94.5% | $6,925-89.7% |