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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 | $14,664 | $135,956-89.2% | $123,894-88.2% | $273,972-94.6% |
| Participation rate | 35.0% | 84.1%-49.1pp | 81.4%-46.4pp | 83.0%-48.0pp |
| Annual return | 17.12% | 56.63%-39.5pp | 47.52%-30.4pp | 41.46%-24.3pp |
| Employer contribution / active EE | $1,588 | $5,170-69.3% | $4,617-65.6% | $4,869-67.4% |
| Participant deferral / active EE | $4,643 | $6,343-26.8% | $5,984-22.4% | $5,287-12.2% |
| Admin fee / account holder | $631 | $9,817-93.6% | $8,357-92.4% | $10,133-93.8% |