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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 | $14,492 | $89,364-83.8% | $141,177-89.7% | $72,983-80.1% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.5%-21.2pp | 69.5%-8.2pp |
| Annual return | 62.48% | 111.86%-49.4pp | 71.40%-8.9pp | 81.01%-18.5pp |
| Employer contribution / active EE | $1,927 | $3,115-38.1% | $4,736-59.3% | $2,440-21.0% |
| Participant deferral / active EE | $2,977 | $5,419-45.1% | $6,710-55.6% | $3,608-17.5% |
| Admin fee / account holder | $1,120 | $5,959-81.2% | $10,263-89.1% | $5,124-78.1% |