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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 | $17,382 | $176,402-90.1% | $134,162-87.0% | $158,966-89.1% |
| Participation rate | 61.1% | 78.7%-17.6pp | 72.2%-11.1pp | 82.0%-20.9pp |
| Annual return | 18.15% | 63.66%-45.5pp | 36.35%-18.2pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,523 | $5,042-69.8% | $3,705-58.9% | $4,762-68.0% |
| Participant deferral / active EE | $511 | $4,093-87.5% | $3,500-85.4% | $5,983-91.5% |
| Admin fee / account holder | $446 | $8,719-94.9% | $6,685-93.3% | $11,250-96.0% |