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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 | $12,973 | $162,821-92.0% | $133,978-90.3% | $158,982-91.8% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 25.20% | 41.95%-16.7pp | 45.10%-19.9pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,654 | $4,976-66.8% | $3,919-57.8% | $4,763-65.3% |
| Participant deferral / active EE | $3,908 | $5,910-33.9% | $5,047-22.6% | $5,983-34.7% |
| Admin fee / account holder | $5,416 | $11,742-53.9% | $8,930-39.3% | $11,252-51.9% |