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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 | $13,390 | $106,918-87.5% | $84,021-84.1% | $152,897-91.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 14.95% | 105.01%-90.1pp | 71.32%-56.4pp | 345.43%-330.5pp |
| Employer contribution / active EE | $724 | $2,735-73.5% | $1,984-63.5% | $4,764-84.8% |
| Participant deferral / active EE | $1,486 | $4,012-63.0% | $3,239-54.1% | $5,851-74.6% |
| Admin fee / account holder | $803 | $8,288-90.3% | $6,102-86.8% | $11,599-93.1% |