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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 | $17,462 | $93,598-81.3% | $135,974-87.2% | $75,173-76.8% |
| Participation rate | 47.1% | 75.2%-28.1pp | 81.9%-34.9pp | 67.2%-20.1pp |
| Annual return | 61.60% | 30.89%+30.7pp | 68.30%-6.7pp | 160.72%-99.1pp |
| Employer contribution / active EE | $899 | $3,538-74.6% | $4,859-81.5% | $2,671-66.3% |
| Participant deferral / active EE | $4,302 | $6,405-32.8% | $7,760-44.6% | $4,126+4.3% |
| Admin fee / account holder | $376 | $6,978-94.6% | $10,767-96.5% | $5,651-93.4% |