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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 | $15,435 | $63,346-75.6% | $92,240-83.3% | $70,126-78.0% |
| Participation rate | 55.8% | 68.7%-12.9pp | 76.5%-20.7pp | 69.5%-13.7pp |
| Annual return | 13.92% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $696 | $2,471-71.9% | $3,680-81.1% | $2,343-70.3% |
| Participant deferral / active EE | $1,398 | $2,854-51.0% | $3,897-64.1% | $3,332-58.0% |
| Admin fee / account holder | $531 | $3,841-86.2% | $5,194-89.8% | $4,645-88.6% |