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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 | $10,817 | $95,415-88.7% | $185,851-94.2% | $85,851-87.4% |
| Participation rate | 45.0% | 68.8%-23.8pp | 81.7%-36.7pp | 69.3%-24.3pp |
| Annual return | 13.68% | 23.59%-9.9pp | 122.11%-108.4pp | 318.63%-305.0pp |
| Employer contribution / active EE | $757 | $3,314-77.2% | $5,168-85.4% | $2,565-70.5% |
| Participant deferral / active EE | $1,037 | $3,424-69.7% | $5,569-81.4% | $3,952-73.8% |
| Admin fee / account holder | $1,946 | $7,215-73.0% | $16,245-88.0% | $6,261-68.9% |