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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 | $17,037 | $89,370-80.9% | $141,197-87.9% | $72,976-76.7% |
| Participation rate | 51.6% | 75.1%-23.6pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 39.38% | 111.88%-72.5pp | 71.41%-32.0pp | 81.02%-41.6pp |
| Employer contribution / active EE | $1,194 | $3,115-61.7% | $4,736-74.8% | $2,440-51.1% |
| Participant deferral / active EE | $3,291 | $5,419-39.3% | $6,710-51.0% | $3,608-8.8% |
| Admin fee / account holder | $2,546 | $5,957-57.3% | $10,265-75.2% | $5,124-50.3% |