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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 | $14,522 | $89,259-83.7% | $107,187-86.5% | $82,637-82.4% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 21.07% | 21.02%0pp | 204.55%-183.5pp | 53.51%-32.4pp |
| Employer contribution / active EE | $804 | $3,080-73.9% | $3,782-78.7% | $2,552-68.5% |
| Participant deferral / active EE | $2,470 | $4,037-38.8% | $5,096-51.5% | $4,126-40.1% |
| Admin fee / account holder | $1,811 | $7,381-75.5% | $9,162-80.2% | $7,339-75.3% |