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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 | $12,261 | $115,780-89.4% | $101,255-87.9% | $158,931-92.3% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 19.11% | 56.14%-37.0pp | 46.48%-27.4pp | 302.86%-283.8pp |
| Employer contribution / active EE | $878 | $4,175-79.0% | $3,660-76.0% | $4,761-81.6% |
| Participant deferral / active EE | $3,779 | $4,958-23.8% | $4,370-13.5% | $5,982-36.8% |
| Admin fee / account holder | $892 | $7,246-87.7% | $5,946-85.0% | $11,247-92.1% |