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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 | $15,907 | $112,131-85.8% | $95,964-83.4% | $158,982-90.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 13.29% | 171.19%-157.9pp | 91.64%-78.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,598 | $3,199-50.1% | $2,541-37.1% | $4,763-66.5% |
| Participant deferral / active EE | $4,273 | $4,784-10.7% | $4,167+2.5% | $5,983-28.6% |
| Admin fee / account holder | $4,669 | $10,136-53.9% | $6,797-31.3% | $11,252-58.5% |