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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 | $12,694 | $52,519-75.8% | $155,789-91.9% | $59,633-78.7% |
| Participation rate | 58.7% | 61.7%-3.0pp | 76.1%-17.4pp | 68.7%-10.0pp |
| Annual return | 0.14% | 53.51%-53.4pp | 71.54%-71.4pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $905 | $1,589-43.0% | $3,839-76.4% | $2,203-58.9% |
| Participant deferral / active EE | $1,734 | $3,084-43.8% | $4,798-63.9% | $3,192-45.7% |
| Admin fee / account holder | $357 | $3,540-89.9% | $7,477-95.2% | $4,297-91.7% |