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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 | $16,394 | $89,259-81.6% | $107,187-84.7% | $82,637-80.2% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 13.89% | 21.02%-7.1pp | 204.55%-190.7pp | 53.51%-39.6pp |
| Employer contribution / active EE | $858 | $3,080-72.1% | $3,782-77.3% | $2,552-66.4% |
| Participant deferral / active EE | $1,884 | $4,037-53.3% | $5,096-63.0% | $4,126-54.3% |
| Admin fee / account holder | $1,830 | $7,381-75.2% | $9,162-80.0% | $7,339-75.1% |