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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 | $14,490 | $56,287-74.3% | $80,977-82.1% | $62,881-77.0% |
| Participation rate | 36.0% | 68.9%-32.9pp | 75.8%-39.8pp | 69.3%-33.3pp |
| Annual return | 46.19% | 22.13%+24.1pp | 17.11%+29.1pp | 20.14%+26.0pp |
| Employer contribution / active EE | $1,005 | $1,943-48.3% | $3,715-72.9% | $2,281-55.9% |
| Participant deferral / active EE | $3,766 | $4,196-10.2% | $5,696-33.9% | $3,203+17.6% |
| Admin fee / account holder | $352 | $3,742-90.6% | $5,517-93.6% | $4,296-91.8% |