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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 | $12,263 | $84,236-85.4% | $170,435-92.8% | $70,126-82.5% |
| Participation rate | 37.5% | 70.8%-33.3pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 17.72% | 23.06%-5.3pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $936 | $3,387-72.4% | $5,432-82.8% | $2,343-60.0% |
| Participant deferral / active EE | $1,388 | $3,086-55.0% | $4,939-71.9% | $3,332-58.3% |
| Admin fee / account holder | $4,271 | $5,698-25.1% | $13,881-69.2% | $4,645-8.1% |