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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 | $13,184 | $91,198-85.5% | $178,503-92.6% | $79,856-83.5% |
| Participation rate | 49.1% | 69.2%-20.1pp | 81.9%-32.8pp | 69.6%-20.5pp |
| Annual return | 19.12% | 24.20%-5.1pp | 151.12%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $918 | $3,257-71.8% | $5,011-81.7% | $2,471-62.9% |
| Participant deferral / active EE | $2,691 | $3,237-16.9% | $5,202-48.3% | $3,741-28.1% |
| Admin fee / account holder | $2,616 | $6,748-61.2% | $13,987-81.3% | $5,306-50.7% |