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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 | $11,993 | $93,346-87.2% | $71,796-83.3% | $273,972-95.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 83.0%-45.5pp |
| Annual return | 11.26% | 130.39%-119.1pp | 78.04%-66.8pp | 41.46%-30.2pp |
| Employer contribution / active EE | $756 | $2,733-72.3% | $1,924-60.7% | $4,869-84.5% |
| Participant deferral / active EE | $2,329 | $3,475-33.0% | $2,794-16.7% | $5,287-56.0% |
| Admin fee / account holder | $816 | $6,571-87.6% | $4,815-83.1% | $10,133-91.9% |