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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 | $13,075 | $89,364-85.4% | $141,177-90.7% | $72,983-82.1% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 52.41% | 111.86%-59.5pp | 71.40%-19.0pp | 81.01%-28.6pp |
| Employer contribution / active EE | $1,634 | $3,115-47.6% | $4,736-65.5% | $2,440-33.0% |
| Participant deferral / active EE | $3,450 | $5,419-36.3% | $6,710-48.6% | $3,608-4.4% |
| Admin fee / account holder | $1,878 | $5,959-68.5% | $10,263-81.7% | $5,124-63.4% |