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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 | $23,585 | $105,284-77.6% | $150,734-84.4% | $94,015-74.9% |
| Participation rate | 59.6% | 71.7%-12.2pp | 78.4%-18.9pp | 70.8%-11.2pp |
| Annual return | 19.79% | 15.67%+4.1pp | 600.81%-581.0pp | 17.84%+1.9pp |
| Employer contribution / active EE | $1,585 | $3,599-55.9% | $4,918-67.8% | $2,790-43.2% |
| Participant deferral / active EE | $2,020 | $4,274-52.7% | $5,610-64.0% | $4,249-52.5% |
| Admin fee / account holder | $993 | $9,839-89.9% | $14,905-93.3% | $8,951-88.9% |