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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 | $13,443 | $127,790-89.5% | $106,555-87.4% | $167,536-92.0% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 12.96% | 33.88%-20.9pp | 26.80%-13.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $961 | $3,428-72.0% | $2,819-65.9% | $4,839-80.1% |
| Participant deferral / active EE | $2,041 | $5,088-59.9% | $4,399-53.6% | $6,342-67.8% |
| Admin fee / account holder | $1,866 | $11,229-83.4% | $7,408-74.8% | $12,315-84.9% |