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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 | $13,438 | $95,406-85.9% | $185,849-92.8% | $85,847-84.3% |
| Participation rate | 64.7% | 68.8%-4.1pp | 81.7%-17.0pp | 69.3%-4.6pp |
| Annual return | 16.18% | 23.59%-7.4pp | 122.10%-105.9pp | 318.61%-302.4pp |
| Employer contribution / active EE | $612 | $3,314-81.5% | $5,169-88.2% | $2,565-76.1% |
| Participant deferral / active EE | $1,499 | $3,424-56.2% | $5,569-73.1% | $3,952-62.1% |
| Admin fee / account holder | $528 | $7,214-92.7% | $16,244-96.7% | $6,261-91.6% |