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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 | $13,722 | $91,179-85.0% | $178,499-92.3% | $79,852-82.8% |
| Participation rate | 21.4% | 69.2%-47.8pp | 81.9%-60.5pp | 69.6%-48.2pp |
| Annual return | 13.74% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $385 | $3,256-88.2% | $5,011-92.3% | $2,471-84.4% |
| Participant deferral / active EE | $1,053 | $3,236-67.5% | $5,202-79.8% | $3,740-71.9% |
| Admin fee / account holder | $371 | $6,749-94.5% | $13,986-97.3% | $5,306-93.0% |