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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 | $16,727 | $232,540-92.8% | $185,117-91.0% | $147,586-88.7% |
| Participation rate | 53.3% | 82.4%-29.0pp | 77.3%-23.9pp | 82.8%-29.5pp |
| Annual return | 11.68% | 43.03%-31.4pp | 40.50%-28.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $460 | $5,195-91.1% | $4,182-89.0% | $4,876-90.6% |
| Participant deferral / active EE | $1,074 | $5,834-81.6% | $5,045-78.7% | $5,439-80.3% |
| Admin fee / account holder | $1,777 | $10,275-82.7% | $8,159-78.2% | $10,886-83.7% |