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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 | $18,776 | $102,385-81.7% | $147,080-87.2% | $80,935-76.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.04% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,212 | $3,717-67.4% | $4,933-75.4% | $2,757-56.1% |
| Participant deferral / active EE | $4,214 | $6,651-36.6% | $8,066-47.8% | $4,299-2.0% |
| Admin fee / account holder | $480 | $7,951-94.0% | $12,989-96.3% | $6,924-93.1% |