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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 | $17,007 | $58,828-71.1% | $78,002-78.2% | $62,881-73.0% |
| Participation rate | 67.5% | 71.1%-3.5pp | 75.5%-8.0pp | 69.3%-1.8pp |
| Annual return | 5.36% | 17.16%-11.8pp | 425.99%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $858 | $1,672-48.7% | $2,470-65.3% | $2,281-62.4% |
| Participant deferral / active EE | $1,496 | $2,686-44.3% | $3,497-57.2% | $3,203-53.3% |
| Admin fee / account holder | $313 | $4,393-92.9% | $5,481-94.3% | $4,296-92.7% |