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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 | $12,391 | $48,364-74.4% | $71,796-82.7% | $62,881-80.3% |
| Participation rate | 59.6% | 60.6%-1.0pp | 69.1%-9.5pp | 69.3%-9.7pp |
| Annual return | 8.26% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $701 | $1,042-32.7% | $1,924-63.6% | $2,281-69.3% |
| Participant deferral / active EE | $1,814 | $2,091-13.2% | $2,794-35.1% | $3,203-43.3% |
| Admin fee / account holder | $890 | $3,771-76.4% | $4,815-81.5% | $4,296-79.3% |