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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 | $12,212 | $84,236-85.5% | $170,435-92.8% | $70,126-82.6% |
| Participation rate | 47.9% | 70.8%-22.9pp | 83.6%-35.7pp | 69.5%-21.6pp |
| Annual return | 16.21% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $807 | $3,387-76.2% | $5,432-85.1% | $2,343-65.6% |
| Participant deferral / active EE | $1,346 | $3,086-56.4% | $4,939-72.8% | $3,332-59.6% |
| Admin fee / account holder | $1,765 | $5,698-69.0% | $13,881-87.3% | $4,645-62.0% |