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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 | $13,073 | $117,444-88.9% | $99,479-86.9% | $152,909-91.5% |
| Participation rate | 25.0% | 77.5%-52.5pp | 73.8%-48.8pp | 82.5%-57.5pp |
| Annual return | 23.98% | 31.87%-7.9pp | 30.72%-6.7pp | 345.46%-321.5pp |
| Employer contribution / active EE | $638 | $3,014-78.8% | $2,540-74.9% | $4,764-86.6% |
| Participant deferral / active EE | $1,068 | $4,086-73.9% | $3,619-70.5% | $5,851-81.8% |
| Admin fee / account holder | $4,919 | $7,635-35.6% | $6,253-21.3% | $11,601-57.6% |