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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 | $17,729 | $82,133-78.4% | $147,318-88.0% | $64,097-72.3% |
| Participation rate | 50.4% | 62.3%-11.9pp | 82.1%-31.7pp | 55.2%-4.8pp |
| Annual return | 28.86% | 78.78%-49.9pp | 70.43%-41.6pp | 34.64%-5.8pp |
| Employer contribution / active EE | $409 | $2,872-85.8% | $4,593-91.1% | $1,891-78.4% |
| Participant deferral / active EE | $2,389 | $5,407-55.8% | $7,906-69.8% | $3,080-22.4% |
| Admin fee / account holder | $4,397 | $3,730+17.9% | $13,708-67.9% | $3,454+27.3% |