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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 | $10,096 | $95,975-89.5% | $74,549-86.5% | $135,379-92.5% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 18.08% | 56.96%-38.9pp | 32.53%-14.5pp | 519.79%-501.7pp |
| Employer contribution / active EE | $1,076 | $2,716-60.4% | $1,961-45.1% | $4,779-77.5% |
| Participant deferral / active EE | $1,918 | $3,844-50.1% | $3,108-38.3% | $5,609-65.8% |
| Admin fee / account holder | $493 | $6,522-92.4% | $5,059-90.3% | $10,828-95.5% |