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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 | $17,979 | $176,402-89.8% | $134,162-86.6% | $158,966-88.7% |
| Participation rate | 13.3% | 78.7%-65.4pp | 72.2%-58.9pp | 82.0%-68.6pp |
| Annual return | 14.51% | 63.66%-49.1pp | 36.35%-21.8pp | 302.95%-288.4pp |
| Employer contribution / active EE | $551 | $5,042-89.1% | $3,705-85.1% | $4,762-88.4% |
| Participant deferral / active EE | $954 | $4,093-76.7% | $3,500-72.7% | $5,983-84.1% |
| Admin fee / account holder | $519 | $8,719-94.1% | $6,685-92.2% | $11,250-95.4% |