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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 | $14,131 | $225,673-93.7% | $203,872-93.1% | $155,188-90.9% |
| Participation rate | 30.4% | 80.3%-49.9pp | 77.8%-47.4pp | 80.8%-50.4pp |
| Annual return | 20.63% | 95.91%-75.3pp | 85.11%-64.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,185 | $4,099-71.1% | $3,757-68.5% | $4,248-72.1% |
| Participant deferral / active EE | $2,463 | $6,893-64.3% | $6,388-61.4% | $6,531-62.3% |
| Admin fee / account holder | $4,694 | $12,327-61.9% | $11,730-60.0% | $14,480-67.6% |