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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 | $12,742 | $118,877-89.3% | $96,570-86.8% | $167,536-92.4% |
| Participation rate | 43.5% | 75.5%-32.0pp | 69.8%-26.3pp | 82.1%-38.6pp |
| Annual return | 15.57% | 50.50%-34.9pp | 37.79%-22.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $780 | $3,121-75.0% | $2,357-66.9% | $4,839-83.9% |
| Participant deferral / active EE | $1,424 | $4,617-69.1% | $3,849-63.0% | $6,342-77.5% |
| Admin fee / account holder | $463 | $8,069-94.3% | $6,182-92.5% | $12,315-96.2% |