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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 | $14,855 | $81,208-81.7% | $98,920-85.0% | $79,852-81.4% |
| Participation rate | 25.0% | 72.5%-47.5pp | 76.0%-51.0pp | 69.6%-44.6pp |
| Annual return | 19.02% | 60.99%-42.0pp | 196.47%-177.5pp | 31.72%-12.7pp |
| Employer contribution / active EE | $910 | $1,960-53.5% | $2,689-66.1% | $2,471-63.2% |
| Participant deferral / active EE | $1,717 | $3,265-47.4% | $4,245-59.5% | $3,740-54.1% |
| Admin fee / account holder | $3,749 | $6,013-37.6% | $6,643-43.6% | $5,306-29.3% |