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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 | $19,260 | $111,301-82.7% | $112,977-83.0% | $158,966-87.9% |
| Participation rate | 57.1% | 83.5%-26.4pp | 82.6%-25.4pp | 82.0%-24.8pp |
| Annual return | 13.48% | 26.40%-12.9pp | 24.24%-10.8pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,217 | $4,471-72.8% | $4,255-71.4% | $4,762-74.4% |
| Participant deferral / active EE | $5,097 | $5,880-13.3% | $5,836-12.7% | $5,983-14.8% |
| Admin fee / account holder | $1,055 | $8,392-87.4% | $6,294-83.2% | $11,250-90.6% |