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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 | $15,875 | $110,212-85.6% | $96,534-83.6% | $139,466-88.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 25.45% | 26.42%-1.0pp | 25.88%-0.4pp | 373.66%-348.2pp |
| Employer contribution / active EE | $1,095 | $3,620-69.8% | $2,965-63.1% | $4,754-77.0% |
| Participant deferral / active EE | $2,670 | $5,547-51.9% | $4,851-45.0% | $6,712-60.2% |
| Admin fee / account holder | $2,019 | $11,599-82.6% | $8,253-75.5% | $11,409-82.3% |