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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 | $13,717 | $141,004-90.3% | $112,273-87.8% | $139,466-90.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 21.19% | 32.75%-11.6pp | 30.23%-9.0pp | 373.66%-352.5pp |
| Employer contribution / active EE | $977 | $4,285-77.2% | $3,431-71.5% | $4,754-79.4% |
| Participant deferral / active EE | $2,506 | $5,878-57.4% | $4,800-47.8% | $6,712-62.7% |
| Admin fee / account holder | $778 | $9,959-92.2% | $7,752-90.0% | $11,409-93.2% |