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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 | $10,485 | $89,367-88.3% | $141,191-92.6% | $72,975-85.6% |
| Participation rate | 51.6% | 75.1%-23.6pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 34.61% | 111.87%-77.3pp | 71.41%-36.8pp | 81.01%-46.4pp |
| Employer contribution / active EE | $1,047 | $3,115-66.4% | $4,736-77.9% | $2,440-57.1% |
| Participant deferral / active EE | $3,429 | $5,419-36.7% | $6,710-48.9% | $3,608-5.0% |
| Admin fee / account holder | $677 | $5,957-88.6% | $10,264-93.4% | $5,124-86.8% |