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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 | $13,819 | $124,351-88.9% | $109,188-87.3% | $167,553-91.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 15.43% | 26.04%-10.6pp | 25.76%-10.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,536 | $4,210-63.5% | $3,723-58.8% | $4,840-68.3% |
| Participant deferral / active EE | $2,876 | $5,257-45.3% | $4,654-38.2% | $6,343-54.7% |
| Admin fee / account holder | $311 | $7,975-96.1% | $6,755-95.4% | $12,316-97.5% |