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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 | $15,475 | $70,684-78.1% | $169,390-90.9% | $75,173-79.4% |
| Participation rate | 48.7% | 64.8%-16.1pp | 77.2%-28.5pp | 67.2%-18.5pp |
| Annual return | 23.75% | 36.38%-12.6pp | 406.07%-382.3pp | 160.72%-137.0pp |
| Employer contribution / active EE | $503 | $2,211-77.2% | $4,013-87.5% | $2,671-81.2% |
| Participant deferral / active EE | $2,381 | $4,310-44.8% | $6,222-61.7% | $4,126-42.3% |
| Admin fee / account holder | $526 | $5,404-90.3% | $9,015-94.2% | $5,651-90.7% |