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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 | $20,590 | $124,346-83.4% | $111,306-81.5% | $167,553-87.7% |
| Participation rate | 45.5% | 79.6%-34.2pp | 77.3%-31.9pp | 82.1%-36.7pp |
| Annual return | 15.74% | 37.46%-21.7pp | 54.67%-38.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $1,022 | $3,438-70.3% | $2,732-62.6% | $4,840-78.9% |
| Participant deferral / active EE | $2,029 | $5,182-60.9% | $4,488-54.8% | $6,343-68.0% |
| Admin fee / account holder | $3,252 | $10,623-69.4% | $7,966-59.2% | $12,316-73.6% |