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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 | $13,278 | $60,488-78.0% | $109,907-87.9% | $79,391-83.3% |
| Participation rate | 49.0% | 67.0%-18.0pp | 74.2%-25.2pp | 70.7%-21.7pp |
| Annual return | 13.61% | 189.57%-176.0pp | 29.46%-15.9pp | 116.88%-103.3pp |
| Employer contribution / active EE | $833 | $1,649-49.5% | $2,844-70.7% | $2,428-65.7% |
| Participant deferral / active EE | $1,556 | $3,220-51.7% | $4,047-61.5% | $4,046-61.5% |
| Admin fee / account holder | $304 | $605-49.6% | $6,069-95.0% | $627-51.4% |