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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 | $14,683 | $124,330-88.2% | $109,173-86.6% | $167,536-91.2% |
| Participation rate | 53.3% | 79.5%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 12.68% | 26.04%-13.4pp | 25.75%-13.1pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,626 | $4,209-61.4% | $3,723-56.3% | $4,839-66.4% |
| Participant deferral / active EE | $3,113 | $5,256-40.8% | $4,654-33.1% | $6,342-50.9% |
| Admin fee / account holder | $944 | $7,974-88.2% | $6,755-86.0% | $12,315-92.3% |