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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 | $11,688 | $107,421-89.1% | $182,262-93.6% | $94,015-87.6% |
| Participation rate | 61.3% | 77.8%-16.5pp | 84.2%-22.9pp | 70.8%-9.5pp |
| Annual return | 16.03% | 21.32%-5.3pp | 140.60%-124.6pp | 17.84%-1.8pp |
| Employer contribution / active EE | $536 | $3,448-84.4% | $5,046-89.4% | $2,790-80.8% |
| Participant deferral / active EE | $2,594 | $6,558-60.4% | $8,276-68.7% | $4,249-39.0% |
| Admin fee / account holder | $2,361 | $8,692-72.8% | $16,712-85.9% | $8,951-73.6% |