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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 | $13,765 | $63,861-78.4% | $104,639-86.8% | $79,856-82.8% |
| Participation rate | 44.2% | 64.9%-20.7pp | 74.1%-29.9pp | 69.6%-25.5pp |
| Annual return | 27.14% | 21.30%+5.8pp | 340.67%-313.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $756 | $1,588-52.4% | $2,682-71.8% | $2,471-69.4% |
| Participant deferral / active EE | $1,321 | $2,693-50.9% | $3,738-64.7% | $3,741-64.7% |
| Admin fee / account holder | $618 | $4,185-85.2% | $6,465-90.4% | $5,306-88.3% |