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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 | $12,583 | $84,236-85.1% | $170,439-92.6% | $70,124-82.1% |
| Participation rate | 61.9% | 70.8%-8.9pp | 83.6%-21.7pp | 69.5%-7.6pp |
| Annual return | 17.91% | 23.06%-5.2pp | 205.94%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $890 | $3,387-73.7% | $5,433-83.6% | $2,342-62.0% |
| Participant deferral / active EE | $1,534 | $3,086-50.3% | $4,939-68.9% | $3,332-53.9% |
| Admin fee / account holder | $2,319 | $5,698-59.3% | $13,881-83.3% | $4,645-50.1% |