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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 | $19,973 | $89,370-77.7% | $141,197-85.9% | $72,976-72.6% |
| Participation rate | 59.6% | 75.1%-15.5pp | 82.5%-22.9pp | 69.5%-9.9pp |
| Annual return | 49.08% | 111.88%-62.8pp | 71.41%-22.3pp | 81.02%-31.9pp |
| Employer contribution / active EE | $1,319 | $3,115-57.7% | $4,736-72.2% | $2,440-46.0% |
| Participant deferral / active EE | $2,985 | $5,419-44.9% | $6,710-55.5% | $3,608-17.3% |
| Admin fee / account holder | $2,532 | $5,957-57.5% | $10,265-75.3% | $5,124-50.6% |