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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 | $12,396 | $211,224-94.1% | $178,505-93.1% | $145,897-91.5% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 13.94% | 30.28%-16.3pp | 27.16%-13.2pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,272 | $4,577-72.2% | $3,955-67.8% | $4,663-72.7% |
| Participant deferral / active EE | $1,549 | $6,966-77.8% | $6,280-75.3% | $6,689-76.8% |
| Admin fee / account holder | $2,848 | $12,109-76.5% | $10,428-72.7% | $13,390-78.7% |