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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 | $13,126 | $112,933-88.4% | $90,970-85.6% | $158,982-91.7% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 27.39% | 215.82%-188.4pp | 134.60%-107.2pp | 302.99%-275.6pp |
| Employer contribution / active EE | $647 | $2,893-77.6% | $2,122-69.5% | $4,763-86.4% |
| Participant deferral / active EE | $1,932 | $4,128-53.2% | $3,373-42.7% | $5,983-67.7% |
| Admin fee / account holder | $558 | $8,047-93.1% | $5,961-90.6% | $11,252-95.0% |