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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 | $12,201 | $152,619-92.0% | $125,195-90.3% | $152,909-92.0% |
| Participation rate | 55.0% | 83.3%-28.3pp | 79.8%-24.8pp | 82.5%-27.5pp |
| Annual return | 22.84% | 54.85%-32.0pp | 43.79%-21.0pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,310 | $4,947-73.5% | $3,866-66.1% | $4,764-72.5% |
| Participant deferral / active EE | $3,003 | $5,869-48.8% | $4,937-39.2% | $5,851-48.7% |
| Admin fee / account holder | $2,251 | $13,437-83.2% | $9,704-76.8% | $11,601-80.6% |