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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 | $17,645 | $112,915-84.4% | $90,965-80.6% | $158,950-88.9% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 23.10% | 215.75%-192.7pp | 134.57%-111.5pp | 302.91%-279.8pp |
| Employer contribution / active EE | $1,586 | $2,894-45.2% | $2,122-25.3% | $4,762-66.7% |
| Participant deferral / active EE | $3,415 | $4,128-17.3% | $3,373+1.2% | $5,983-42.9% |
| Admin fee / account holder | $1,637 | $8,044-79.6% | $5,960-72.5% | $11,248-85.4% |