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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 | $24,711 | $102,385-75.9% | $147,080-83.2% | $80,935-69.5% |
| Participation rate | 64.6% | 75.9%-11.3pp | 82.2%-17.6pp | 67.7%-3.1pp |
| Annual return | 14.31% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,275 | $3,717-65.7% | $4,933-74.2% | $2,757-53.7% |
| Participant deferral / active EE | $4,062 | $6,651-38.9% | $8,066-49.6% | $4,299-5.5% |
| Admin fee / account holder | $1,502 | $7,951-81.1% | $12,989-88.4% | $6,924-78.3% |