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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 | $21,875 | $81,208-73.1% | $98,920-77.9% | $79,852-72.6% |
| Participation rate | 40.3% | 72.5%-32.2pp | 76.0%-35.8pp | 69.6%-29.4pp |
| Annual return | 29.13% | 60.99%-31.9pp | 196.47%-167.3pp | 31.72%-2.6pp |
| Employer contribution / active EE | $687 | $1,960-64.9% | $2,689-74.4% | $2,471-72.2% |
| Participant deferral / active EE | $1,840 | $3,265-43.6% | $4,245-56.6% | $3,740-50.8% |
| Admin fee / account holder | $1,725 | $6,013-71.3% | $6,643-74.0% | $5,306-67.5% |