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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 | $14,313 | $65,027-78.0% | $90,970-84.3% | $79,852-82.1% |
| Participation rate | 37.1% | 61.6%-24.5pp | 69.0%-31.9pp | 69.6%-32.5pp |
| Annual return | 26.69% | 30.45%-3.8pp | 134.58%-107.9pp | 31.72%-5.0pp |
| Employer contribution / active EE | $498 | $1,247-60.1% | $2,122-76.6% | $2,471-79.9% |
| Participant deferral / active EE | $2,300 | $2,512-8.5% | $3,373-31.8% | $3,740-38.5% |
| Admin fee / account holder | $2,038 | $4,535-55.1% | $5,960-65.8% | $5,306-61.6% |