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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 | $29,506 | $79,189-62.7% | $102,457-71.2% | $74,400-60.3% |
| Participation rate | 67.0% | 74.8%-7.8pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 11.46% | 54.98%-43.5pp | 29.41%-17.9pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $1,334 | $2,362-43.5% | $3,022-55.8% | $2,624-49.2% |
| Participant deferral / active EE | $3,036 | $4,415-31.2% | $5,054-39.9% | $4,348-30.2% |
| Admin fee / account holder | $1,572 | $2,002-21.5% | $9,451-83.4% | $1,944-19.1% |