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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 | $13,785 | $165,381-91.7% | $149,730-90.8% | $158,966-91.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.97% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-287.0pp |
| Employer contribution / active EE | $1,429 | $5,104-72.0% | $4,645-69.2% | $4,762-70.0% |
| Participant deferral / active EE | $4,418 | $7,182-38.5% | $6,843-35.4% | $5,983-26.2% |
| Admin fee / account holder | $2,600 | $10,809-75.9% | $9,310-72.1% | $11,250-76.9% |