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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 | $18,107 | $116,190-84.4% | $93,614-80.7% | $152,885-88.2% |
| Participation rate | 30.4% | 78.0%-47.6pp | 75.8%-45.4pp | 82.5%-52.0pp |
| Annual return | 11.36% | 35.96%-24.6pp | 32.76%-21.4pp | 345.39%-334.0pp |
| Employer contribution / active EE | $734 | $3,219-77.2% | $2,718-73.0% | $4,763-84.6% |
| Participant deferral / active EE | $1,631 | $4,604-64.6% | $4,069-59.9% | $5,851-72.1% |
| Admin fee / account holder | $1,816 | $10,749-83.1% | $7,889-77.0% | $11,598-84.3% |