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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 | $14,663 | $64,324-77.2% | $118,946-87.7% | $79,852-81.6% |
| Participation rate | 52.0% | 64.9%-12.9pp | 75.4%-23.4pp | 69.6%-17.6pp |
| Annual return | 13.99% | 86.45%-72.5pp | 35.89%-21.9pp | 31.72%-17.7pp |
| Employer contribution / active EE | $800 | $1,836-56.4% | $3,263-75.5% | $2,471-67.6% |
| Participant deferral / active EE | $2,385 | $2,824-15.5% | $4,266-44.1% | $3,740-36.2% |
| Admin fee / account holder | $702 | $4,040-82.6% | $6,581-89.3% | $5,306-86.8% |