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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 | $12,895 | $85,766-85.0% | $136,298-90.5% | $70,126-81.6% |
| Participation rate | 62.1% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 21.54% | 31.46%-9.9pp | 5156.27%-5134.7pp | 73.15%-51.6pp |
| Employer contribution / active EE | $720 | $2,966-75.7% | $4,696-84.7% | $2,343-69.2% |
| Participant deferral / active EE | $4,116 | $5,051-18.5% | $6,247-34.1% | $3,332+23.5% |
| Admin fee / account holder | $812 | $5,421-85.0% | $9,244-91.2% | $4,645-82.5% |