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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 | $12,074 | $55,437-78.2% | $155,534-92.2% | $74,459-83.8% |
| Participation rate | 29.9% | 61.9%-32.0pp | 78.2%-48.3pp | 67.2%-37.4pp |
| Annual return | 13.39% | 269.58%-256.2pp | 64.92%-51.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $862 | $2,266-62.0% | $4,675-81.6% | $2,626-67.2% |
| Participant deferral / active EE | $1,014 | $2,837-64.3% | $5,630-82.0% | $4,350-76.7% |
| Admin fee / account holder | $1,757 | $1,742+0.8% | $15,900-88.9% | $1,945-9.7% |