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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 | $12,866 | $100,901-87.2% | $75,670-83.0% | $147,585-91.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.3%-22.3pp | 82.8%-32.8pp |
| Annual return | 25.91% | 35.78%-9.9pp | 27.34%-1.4pp | 578.57%-552.7pp |
| Employer contribution / active EE | $1,376 | $3,253-57.7% | $2,352-41.5% | $4,876-71.8% |
| Participant deferral / active EE | $1,839 | $4,027-54.3% | $3,142-41.5% | $5,439-66.2% |
| Admin fee / account holder | $580 | $11,285-94.9% | $5,800-90.0% | $10,885-94.7% |