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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 | $14,408 | $211,239-93.2% | $178,528-91.9% | $145,877-90.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 17.82% | 30.22%-12.4pp | 27.11%-9.3pp | 551.28%-533.5pp |
| Employer contribution / active EE | $662 | $4,570-85.5% | $3,950-83.2% | $4,663-85.8% |
| Participant deferral / active EE | $2,562 | $6,963-63.2% | $6,278-59.2% | $6,691-61.7% |
| Admin fee / account holder | $310 | $12,095-97.4% | $10,419-97.0% | $13,402-97.7% |