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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 | $15,830 | $176,794-91.0% | $146,647-89.2% | $167,553-90.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.13% | 24.04%-5.9pp | 22.75%-4.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $1,146 | $5,161-77.8% | $4,137-72.3% | $4,840-76.3% |
| Participant deferral / active EE | $2,992 | $6,440-53.5% | $5,506-45.7% | $6,343-52.8% |
| Admin fee / account holder | $402 | $13,262-97.0% | $10,281-96.1% | $12,316-96.7% |