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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 | $11,392 | $115,814-90.2% | $101,275-88.8% | $158,982-92.8% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 18.10% | 56.16%-38.1pp | 46.48%-28.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $771 | $4,176-81.5% | $3,660-78.9% | $4,763-83.8% |
| Participant deferral / active EE | $2,216 | $4,958-55.3% | $4,371-49.3% | $5,983-63.0% |
| Admin fee / account holder | $490 | $7,249-93.2% | $5,948-91.8% | $11,252-95.6% |