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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 | $17,045 | $93,346-81.7% | $71,796-76.3% | $273,972-93.8% |
| Participation rate | 16.7% | 76.5%-59.9pp | 69.1%-52.4pp | 83.0%-66.3pp |
| Annual return | 7.11% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $365 | $2,733-86.6% | $1,924-81.0% | $4,869-92.5% |
| Participant deferral / active EE | $1,663 | $3,475-52.1% | $2,794-40.5% | $5,287-68.5% |
| Admin fee / account holder | $2,694 | $6,571-59.0% | $4,815-44.0% | $10,133-73.4% |