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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 | $14,527 | $93,346-84.4% | $71,796-79.8% | $273,972-94.7% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.1%-16.7pp | 83.0%-30.6pp |
| Annual return | 7.93% | 130.39%-122.5pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $644 | $2,733-76.4% | $1,924-66.5% | $4,869-86.8% |
| Participant deferral / active EE | $1,445 | $3,475-58.4% | $2,794-48.3% | $5,287-72.7% |
| Admin fee / account holder | $768 | $6,571-88.3% | $4,815-84.1% | $10,133-92.4% |