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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 | $10,969 | $165,939-93.4% | $122,354-91.0% | $147,586-92.6% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 16.94% | 34.56%-17.6pp | 30.28%-13.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,182 | $5,754-79.5% | $4,051-70.8% | $4,876-75.8% |
| Participant deferral / active EE | $2,506 | $4,005-37.4% | $3,287-23.8% | $5,439-53.9% |
| Admin fee / account holder | $493 | $7,425-93.4% | $5,479-91.0% | $10,886-95.5% |