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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 | $10,971 | $89,370-87.7% | $141,197-92.2% | $72,976-85.0% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 30.55% | 111.88%-81.3pp | 71.41%-40.9pp | 81.02%-50.5pp |
| Employer contribution / active EE | $1,429 | $3,115-54.1% | $4,736-69.8% | $2,440-41.4% |
| Participant deferral / active EE | $2,878 | $5,419-46.9% | $6,710-57.1% | $3,608-20.2% |
| Admin fee / account holder | $618 | $5,957-89.6% | $10,265-94.0% | $5,124-87.9% |