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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 | $14,337 | $227,597-93.7% | $189,575-92.4% | $167,536-91.4% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 24.04% | 78.44%-54.4pp | 64.19%-40.2pp | 478.82%-454.8pp |
| Employer contribution / active EE | $1,774 | $5,316-66.6% | $4,412-59.8% | $4,839-63.3% |
| Participant deferral / active EE | $2,349 | $7,002-66.5% | $6,174-62.0% | $6,342-63.0% |
| Admin fee / account holder | $579 | $11,877-95.1% | $9,806-94.1% | $12,315-95.3% |