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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 | $17,148 | $89,367-80.8% | $141,191-87.9% | $72,975-76.5% |
| Participation rate | 65.7% | 75.1%-9.5pp | 82.5%-16.8pp | 69.5%-3.8pp |
| Annual return | 44.05% | 111.87%-67.8pp | 71.41%-27.4pp | 81.01%-37.0pp |
| Employer contribution / active EE | $1,614 | $3,115-48.2% | $4,736-65.9% | $2,440-33.9% |
| Participant deferral / active EE | $2,601 | $5,419-52.0% | $6,710-61.2% | $3,608-27.9% |
| Admin fee / account holder | $1,804 | $5,957-69.7% | $10,264-82.4% | $5,124-64.8% |