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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 | $17,847 | $89,367-80.0% | $141,191-87.4% | $72,975-75.5% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 31.75% | 111.87%-80.1pp | 71.41%-39.7pp | 81.01%-49.3pp |
| Employer contribution / active EE | $1,975 | $3,115-36.6% | $4,736-58.3% | $2,440-19.1% |
| Participant deferral / active EE | $3,172 | $5,419-41.5% | $6,710-52.7% | $3,608-12.1% |
| Admin fee / account holder | $619 | $5,957-89.6% | $10,264-94.0% | $5,124-87.9% |