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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 | $15,242 | $54,541-72.1% | $78,778-80.7% | $70,126-78.3% |
| Participation rate | 45.3% | 60.8%-15.5pp | 69.2%-23.8pp | 69.5%-24.2pp |
| Annual return | 187.66% | 21.07%+166.6pp | 35.62%+152.0pp | 73.15%+114.5pp |
| Employer contribution / active EE | $932 | $1,089-14.3% | $1,986-53.0% | $2,343-60.2% |
| Participant deferral / active EE | $1,505 | $2,210-31.9% | $2,958-49.1% | $3,332-54.8% |
| Admin fee / account holder | $584 | $3,709-84.2% | $5,134-88.6% | $4,645-87.4% |