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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 | $11,846 | $85,171-86.1% | $172,752-93.1% | $72,975-83.8% |
| Participation rate | 58.6% | 70.1%-11.4pp | 82.6%-24.0pp | 69.5%-10.9pp |
| Annual return | 21.84% | 27.32%-5.5pp | 802.97%-781.1pp | 81.01%-59.2pp |
| Employer contribution / active EE | $888 | $3,324-73.3% | $5,144-82.7% | $2,440-63.6% |
| Participant deferral / active EE | $1,460 | $3,260-55.2% | $5,198-71.9% | $3,608-59.5% |
| Admin fee / account holder | $1,381 | $5,880-76.5% | $13,955-90.1% | $5,124-73.0% |