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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 | $16,825 | $96,731-82.6% | $123,973-86.4% | $86,983-80.7% |
| Participation rate | 59.1% | 70.0%-10.9pp | 76.7%-17.6pp | 69.5%-10.5pp |
| Annual return | 11.76% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,313 | $3,297-60.2% | $4,126-68.2% | $2,584-49.2% |
| Participant deferral / active EE | $1,862 | $4,152-55.1% | $5,247-64.5% | $4,194-55.6% |
| Admin fee / account holder | $1,748 | $8,722-80.0% | $11,799-85.2% | $7,856-77.8% |