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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 | $11,472 | $102,638-88.8% | $81,991-86.0% | $158,966-92.8% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.3%-0.8pp | 82.0%-13.5pp |
| Annual return | 19.55% | 61.05%-41.5pp | 41.31%-21.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,208 | $3,241-62.7% | $2,498-51.7% | $4,762-74.6% |
| Participant deferral / active EE | $1,511 | $4,649-67.5% | $3,722-59.4% | $5,983-74.8% |
| Admin fee / account holder | $483 | $8,237-94.1% | $5,665-91.5% | $11,250-95.7% |