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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 | $16,376 | $64,705-74.7% | $62,929-74.0% | $67,986-75.9% |
| Participation rate | 39.2% | 65.6%-26.4pp | 73.1%-34.0pp | 57.2%-18.0pp |
| Annual return | 18.27% | 20.31%-2.0pp | 1063.93%-1045.7pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,053 | $2,376-55.7% | $2,505-57.9% | $2,019-47.8% |
| Participant deferral / active EE | $1,083 | $3,198-66.1% | $3,888-72.2% | $3,358-67.8% |
| Admin fee / account holder | $513 | $1,428-64.1% | $5,065-89.9% | $3,203-84.0% |