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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 | $22,355 | $93,345-76.1% | $119,126-81.2% | $87,485-74.4% |
| Participation rate | 63.0% | 68.7%-5.8pp | 75.8%-12.8pp | 68.9%-6.0pp |
| Annual return | 16.94% | 19.08%-2.1pp | 282.11%-265.2pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,060 | $3,172-66.6% | $4,034-73.7% | $2,596-59.2% |
| Participant deferral / active EE | $2,714 | $4,099-33.8% | $5,318-49.0% | $4,274-36.5% |
| Admin fee / account holder | $2,041 | $8,039-74.6% | $10,693-80.9% | $7,775-73.7% |