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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 | $16,909 | $85,766-80.3% | $136,297-87.6% | $70,124-75.9% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 16.16% | 31.45%-15.3pp | 5156.19%-5140.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $710 | $2,966-76.1% | $4,696-84.9% | $2,342-69.7% |
| Participant deferral / active EE | $2,860 | $5,051-43.4% | $6,247-54.2% | $3,332-14.2% |
| Admin fee / account holder | $6,076 | $5,420+12.1% | $9,244-34.3% | $4,645+30.8% |