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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 | $10,129 | $95,406-89.4% | $185,849-94.5% | $85,847-88.2% |
| Participation rate | 28.2% | 68.8%-40.6pp | 81.7%-53.5pp | 69.3%-41.1pp |
| Annual return | 17.10% | 23.59%-6.5pp | 122.10%-105.0pp | 318.61%-301.5pp |
| Employer contribution / active EE | $488 | $3,314-85.3% | $5,169-90.6% | $2,565-81.0% |
| Participant deferral / active EE | $1,390 | $3,424-59.4% | $5,569-75.0% | $3,952-64.8% |
| Admin fee / account holder | $1,019 | $7,214-85.9% | $16,244-93.7% | $6,261-83.7% |