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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 | $15,050 | $106,918-85.9% | $84,021-82.1% | $152,897-90.2% |
| Participation rate | 58.8% | 75.2%-16.4pp | 69.0%-10.2pp | 82.5%-23.6pp |
| Annual return | 21.38% | 105.01%-83.6pp | 71.32%-49.9pp | 345.43%-324.0pp |
| Employer contribution / active EE | $813 | $2,735-70.3% | $1,984-59.0% | $4,764-82.9% |
| Participant deferral / active EE | $1,011 | $4,012-74.8% | $3,239-68.8% | $5,851-82.7% |
| Admin fee / account holder | $3,126 | $8,288-62.3% | $6,102-48.8% | $11,599-73.0% |