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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 | $13,402 | $112,935-88.1% | $90,970-85.3% | $158,966-91.6% |
| Participation rate | 65.0% | 74.7%-9.7pp | 69.0%-4.0pp | 82.0%-17.0pp |
| Annual return | 23.56% | 215.79%-192.2pp | 134.58%-111.0pp | 302.95%-279.4pp |
| Employer contribution / active EE | $1,206 | $2,895-58.3% | $2,122-43.2% | $4,762-74.7% |
| Participant deferral / active EE | $2,212 | $4,129-46.4% | $3,373-34.4% | $5,983-63.0% |
| Admin fee / account holder | $793 | $8,045-90.1% | $5,960-86.7% | $11,250-93.0% |