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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 | $15,021 | $91,559-83.6% | $133,978-88.8% | $79,856-81.2% |
| Participation rate | 47.1% | 73.3%-26.3pp | 79.8%-32.8pp | 69.6%-22.6pp |
| Annual return | 55.23% | 61.85%-6.6pp | 45.10%+10.1pp | 31.71%+23.5pp |
| Employer contribution / active EE | $679 | $2,384-71.5% | $3,919-82.7% | $2,471-72.5% |
| Participant deferral / active EE | $1,833 | $3,734-50.9% | $5,047-63.7% | $3,741-51.0% |
| Admin fee / account holder | $829 | $6,321-86.9% | $8,930-90.7% | $5,306-84.4% |