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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 | $16,439 | $93,346-82.4% | $71,796-77.1% | $273,972-94.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 11.97% | 130.39%-118.4pp | 78.04%-66.1pp | 41.46%-29.5pp |
| Employer contribution / active EE | $844 | $2,733-69.1% | $1,924-56.1% | $4,869-82.7% |
| Participant deferral / active EE | $3,251 | $3,475-6.5% | $2,794+16.3% | $5,287-38.5% |
| Admin fee / account holder | $3,375 | $6,571-48.6% | $4,815-29.9% | $10,133-66.7% |