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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 | $13,113 | $46,688-71.9% | $189,758-93.1% | $69,733-81.2% |
| Participation rate | 41.7% | 61.7%-20.0pp | 79.8%-38.1pp | 62.5%-20.7pp |
| Annual return | 13.13% | 14.35%-1.2pp | 52.62%-39.5pp | 15.22%-2.1pp |
| Employer contribution / active EE | $520 | $1,695-69.3% | $4,767-89.1% | $2,250-76.9% |
| Participant deferral / active EE | $968 | $2,143-54.8% | $5,856-83.5% | $3,054-68.3% |
| Admin fee / account holder | $2,605 | $1,700+53.2% | $20,388-87.2% | $3,102-16.0% |