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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 | $15,038 | $106,905-85.9% | $84,020-82.1% | $152,885-90.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 20.37% | 105.00%-84.6pp | 71.31%-50.9pp | 345.39%-325.0pp |
| Employer contribution / active EE | $791 | $2,735-71.1% | $1,984-60.1% | $4,763-83.4% |
| Participant deferral / active EE | $1,343 | $4,012-66.5% | $3,239-58.5% | $5,851-77.0% |
| Admin fee / account holder | $1,473 | $8,287-82.2% | $6,101-75.9% | $11,598-87.3% |