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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 | $12,239 | $55,457-77.9% | $77,361-84.2% | $94,015-87.0% |
| Participation rate | 37.9% | 69.8%-31.9pp | 75.0%-37.0pp | 70.8%-32.9pp |
| Annual return | 20.20% | 15.57%+4.6pp | 1011.54%-991.3pp | 17.84%+2.4pp |
| Employer contribution / active EE | $587 | $2,255-73.9% | $2,990-80.4% | $2,790-78.9% |
| Participant deferral / active EE | $1,774 | $3,069-42.2% | $3,911-54.6% | $4,249-58.2% |
| Admin fee / account holder | $317 | $4,334-92.7% | $5,894-94.6% | $8,951-96.5% |