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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 | $18,697 | $83,843-77.7% | $123,973-84.9% | $65,306-71.4% |
| Participation rate | 44.4% | 56.0%-11.5pp | 76.7%-32.2pp | 57.7%-13.2pp |
| Annual return | 14.89% | 19.87%-5.0pp | 388.13%-373.2pp | 21.94%-7.0pp |
| Employer contribution / active EE | $778 | $2,873-72.9% | $4,126-81.1% | $1,967-60.5% |
| Participant deferral / active EE | $1,580 | $2,997-47.3% | $5,247-69.9% | $2,959-46.6% |
| Admin fee / account holder | $1,683 | $4,735-64.5% | $11,799-85.7% | $3,480-51.6% |