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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 | $13,389 | $98,766-86.4% | $149,730-91.1% | $79,852-83.2% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 23.35% | 27.43%-4.1pp | 276.70%-253.3pp | 31.72%-8.4pp |
| Employer contribution / active EE | $750 | $3,217-76.7% | $4,645-83.9% | $2,471-69.6% |
| Participant deferral / active EE | $3,059 | $5,681-46.1% | $6,843-55.3% | $3,740-18.2% |
| Admin fee / account holder | $693 | $6,052-88.5% | $9,310-92.6% | $5,306-86.9% |